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iShares Russell 1000 Value Index shares owned by McCarley & Cook Financial Planners

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by McCarley & Cook Financial Planners from 13F filings

Historical chart of McCarley & Cook Financial Planners investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Value Index held by McCarley & Cook Financial Planners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Value Index by McCarley & Cook Financial Planners

Quarter filed Position value Share count Share price at filing
2026-09-30 $1.6M 6.6k 247.93

More positions owned by McCarley & Cook Financial Planners

iShares Core S&P 500 ETF Etf (IVV)
Vanguard Ftse Developed Markets ETF Etf (VEA)
Dimensional US Core Equity 2 ETF Etf (DFAC)
Avantis U.S. Small Cap Value ETF Etf (AVUV)
iShares Core S&P Mid-Cap ETF Etf (IJH)
Dimensional US Large Cap Value ETF Etf (DFLV)
iShares Core Msci Emerging Markets ETF Etf (IEMG)
Capital Group Core Plus Income Etf Etf (CGCP)
Columbia EM Core Ex-China ETF Etf (XCEM)
Procter And Gamble Stock (PG)
Dimensional International Core Equity 2 ETF Etf (DFIC)
iShares Russell 1000 Growth ETF Etf (IWF)
iShares Russell 1000 Value ETF Etf (IWD)
Dimensional US Targeted Value ETF Etf (DFAT)
Vanguard ESG US Stock ETF Etf (ESGV)

View all positions for McCarley & Cook Financial Planners

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Goldman Sachs Group
FMR
Ameriprise Financial
Jpmorgan Chase & Co
Financial Engines Advisors L.L.C
Envestnet Asset Management
UBS Group
Baird Financial
Wells Fargo & Company
Raymond James Financial
Northern Trust
LPL Financial
M^T Bank Corporation
Pnc Financial Services

View all funds holding iShares Russell 1000 Value Index