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iShares Russell 1000 Value Index shares owned by PFW Advisors

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

Historical chart of PFW Advisors 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 PFW Advisors 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 PFW Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $23M 114k 203.59
2025-06-30 $22M 114k 194.23
2025-03-31 $22M 118k 188.16
2024-12-31 $22M 121k 185.13
2024-06-30 $21M 122k 174.47
2024-03-31 $22M 125k 179.11
2023-12-31 $21M 128k 165.25
2023-09-30 $19M 125k 151.82
2023-06-30 $20M 124k 160.85
2019-09-30 $23M 122k 189.80

More positions owned by PFW Advisors

Vulcan Materials Company (VMC)
Ishares Tr Rus 1000 Grw Etf (IWF)
Coca-Cola Company (KO)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Rus Mid Cap Etf (IWR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Long Term Bond (BLV)
Apple (AAPL)
Ishares Tr Core Total Usd (IUSB)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)

View all positions for PFW Advisors

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