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iShares Russell 1000 Value Index shares owned by Money Matters Financial

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

Historical chart of Money Matters Financial 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 Money Matters Financial 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 Money Matters Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $6.7M 32k 213.67

More positions owned by Money Matters Financial

Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Russell 1000 Value Etf Etf (IWD)
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY)
State Street Financial Select Sector Spdr Etf Etf (XLF)
State Street Industrial Select Sector Spdr Etf Etf (XLI)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
State Street Communication Services Select Sector Spdr Etf Etf (XLC)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
State Street Utilities Select Sector Spdr Etf Etf (XLU)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
State Street Energy Select Sector Spdr Etf Etf (XLE)

View all positions for Money Matters Financial

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