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iShares Russell 1000 Value Index shares owned by Planning Directions

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

Historical chart of Planning Directions 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 Planning Directions 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 Planning Directions

Quarter filed Position value Share count Share price at filing
2026-03-31 $589k 2.8k 213.71
2025-03-31 $748k 4.0k 188.15

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View all positions for Planning Directions

Top funds holding iShares Russell 1000 Value Index

Goldman Sachs Group
FMR
Financial Engines Advisors L.L.C
Envestnet Asset Management
UBS Group
Wells Fargo & Company
Baird Financial
Raymond James Financial
Northern Trust
LPL Financial
M^T Bank Corporation
Pnc Financial Services
Prudential Financial
Pinnacle Financial Partners
Elliott Investment Management

View all funds holding iShares Russell 1000 Value Index