Mezzasalma Advisors »

iShares Russell 1000 Value Index shares owned by Mezzasalma Advisors

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

Historical chart of Mezzasalma 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 Mezzasalma Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 1000 Value Index by Mezzasalma Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $882k 4.3k 203.59
2025-06-30 $842k 4.3k 194.23
2025-03-31 $815k 4.3k 188.16
2024-12-31 $802k 4.3k 185.13

More positions owned by Mezzasalma Advisors

Tesla Motors (TSLA)
Meta Platforms Cl A (META)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Arista Networks Com Shs (ANET)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
Visa Com Cl A (V)
Microsoft Corporation (MSFT)
Netflix (NFLX)
Royal Caribbean Cruises (RCL)
Charles Schwab Corporation (SCHW)
Emcor (EME)
Ishares Tr Rus Tp200 Gr Etf (IWY)

View all positions for Mezzasalma Advisors

Top funds holding iShares Russell 1000 Value Index

Morgan Stanley
Goldman Sachs Group
FMR
Jpmorgan Chase & Co
Financial Engines Advisors L.L.C
UBS Group
Envestnet Asset Management
Baird Financial
Raymond James Financial
Elliott Investment Management
Wells Fargo & Company
Northern Trust
LPL Financial
Prudential Financial
M^T Bank Corporation

View all funds holding iShares Russell 1000 Value Index