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iShares Russell 1000 Value Index shares owned by MGB Wealth Management

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

Historical chart of MGB Wealth Management 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 MGB Wealth Management 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 MGB Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $54k 255 210.06
2025-09-30 $52k 253 203.95
2025-06-30 $49k 253 194.40
2025-03-31 $69k 364 188.16

More positions owned by MGB Wealth Management

Applovin Corp Com Cl A (APP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Broadcom (AVGO)
Spdr Series Trust State Street Spd (XSD)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Wal-Mart Stores (WMT)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Silver Tr Ishares (SLV)
First Tr Exchange-traded Dj Internt Idx (FDN)
First Tr Exchange-traded SHS (QTEC)

View all positions for MGB Wealth Management

Top funds holding iShares Russell 1000 Value Index

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

View all funds holding iShares Russell 1000 Value Index