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iShares Russell 1000 Value Index shares owned by Medallion Wealth Advisors

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Medallion Wealth Advisors from 13F filings

Historical chart of Medallion Wealth Advisors 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 Medallion Wealth Advisors 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 Medallion Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $229k 1.1k 213.67
2025-12-31 $183k 872 210.34
2025-09-30 $178k 872 203.59
2025-06-30 $171k 872 196.03
2025-03-31 $164k 872 187.90
2024-12-31 $161k 872 185.13

More positions owned by Medallion Wealth Advisors

Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Large Cap Etf (VV)
Spdr Series Trust State Street Spd (SPTM)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Apple (AAPL)
Vanguard Wellington Us Quality (VFQY)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Medallion Wealth Advisors

Top funds holding iShares Russell 1000 Value Index

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

View all funds holding iShares Russell 1000 Value Index