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iShares Russell 1000 Value Index shares owned by North Capital

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

Historical chart of North Capital 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 North Capital 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 North Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $81k 397 203.59
2025-06-30 $77k 396 194.23
2025-03-31 $75k 396 188.16

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Spdr S&p 500 Etf Tr R Unit (SPY)
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Microsoft Corp Om (MSFT)
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Vanguard Star Fds G Tl Intl Stk F (VXUS)
Alphabet Ap Stk Cl A (GOOGL)

View all positions for North Capital

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