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iShares Russell 1000 Value Index shares owned by QTR Family Wealth

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

Historical chart of QTR Family Wealth 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 QTR Family Wealth 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 QTR Family Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $237k 1.2k 203.66
2025-06-30 $249k 1.3k 194.21
2025-03-31 $241k 1.3k 188.22

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View all positions for QTR Family Wealth

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