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iShares Russell 1000 Value Index shares owned by Pursuit Wealth Strategies

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

Historical chart of Pursuit Wealth Strategies 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 Pursuit Wealth Strategies 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 Pursuit Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-12-31 $39k 184 210.34

More positions owned by Pursuit Wealth Strategies

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Duke Energy Corp Com New (DUK)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Leidos Holdings (LDOS)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Vanguard Index Fds Mid Cap Etf (VO)
Oracle Corporation (ORCL)
International Business Machines (IBM)
Blackrock Util & Infrastrctu (BUI)

View all positions for Pursuit Wealth Strategies

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