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iShares Russell 1000 Value Index shares owned by Millstone Evans Group

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

Historical chart of Millstone Evans Group 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 Millstone Evans Group 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 Millstone Evans Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $175k 860 203.59
2025-06-30 $167k 860 194.23
2025-03-31 $162k 860 188.16

More positions owned by Millstone Evans Group

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Oracle Corporation (ORCL)
Berkshire Hathaway Incorporated Del Class B Cl B New (BRK.B)
JPMorgan Chase & Co. (JPM)
Raymond James Financial (RJF)
Alphabet Incorporated Cap Stk Class C Cap Stk Cl C (GOOG)
Ishares Tr Rus Mdcp Val Etf Rus Mdcp Val Etf (IWS)
Ishares Tr Mrgstr Md Cp Val Mrgstr Md Cp Val (IMCV)
Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Lincoln Electric Holdings (LECO)
Johnson & Johnson (JNJ)
First Trust North American Energy Infrastructure Fund No Amer Energy (EMLP)

View all positions for Millstone Evans Group

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