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iShares Russell 1000 Value Index shares owned by Quadcap Wealth Management

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

Historical chart of Quadcap Wealth Management 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 Quadcap Wealth Management 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 Quadcap Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.2M 15k 210.34
2025-09-30 $3.2M 16k 203.59
2025-06-30 $3.2M 16k 194.23
2025-03-31 $3.1M 16k 188.16
2024-12-31 $3.2M 17k 185.13
2024-09-30 $4.6M 24k 189.80
2024-03-31 $4.2M 23k 179.11
2023-12-31 $4.1M 25k 165.25

More positions owned by Quadcap Wealth Management

J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Dimensional Etf Trust Us Equity Market (DFUS)
Apple (AAPL)
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
NVIDIA Corporation Call Option (NVDA)
Microsoft Corporation Call Option (MSFT)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dimensional Etf Trust Intl High Profit (DIHP)
Vanguard World Mega Cap Val Etf (MGV)
Dimensional Etf Trust Emerging Mrktets (DEXC)
Dimensional Etf Trust Intl Small Cap V (DISV)
Vanguard World Mega Grwth Ind (MGK)

View all positions for Quadcap Wealth Management

Top funds holding iShares Russell 1000 Value Index

Goldman Sachs Group
FMR
Jpmorgan Chase & Co
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

View all funds holding iShares Russell 1000 Value Index