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iShares Russell 1000 Value Index shares owned by Mpwm Advisory Solutions

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

Historical chart of Mpwm Advisory Solutions 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 Mpwm Advisory Solutions 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 Mpwm Advisory Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $36k 179 203.59
2025-06-30 $35k 179 194.23
2025-03-31 $57k 303 188.16
2024-12-31 $56k 303 185.13

More positions owned by Mpwm Advisory Solutions

SPDR S&P MF Closed and MF Open (SPY)
Spdr Portfolio MF Closed and MF Open (SPTM)
Invesco Qqq MF Closed and MF Open (QQQ)
Spdr Portfolio MF Closed and MF Open (SPTL)
Invesco Nasdaq MF Closed and MF Open (QQQM)
Innovator Equity MF Closed and MF Open (SFLR)
Industrial Select MF Closed and MF Open (XLI)
Dimensional Us MF Closed and MF Open (DFUS)
Ishares Russell MF Closed and MF Open (IWM)
Victoryshares Us MF Closed and MF Open (CDL)
Ishares Msci MF Closed and MF Open (INDA)
First Trust MF Closed and MF Open (BUFQ)
Vaneck Clo MF Closed and MF Open (CLOI)
Ishares Treasury MF Closed and MF Open (TFLO)
First Trust MF Closed and MF Open (SDVY)

View all positions for Mpwm Advisory Solutions

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