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iShares Russell 1000 Value Index shares owned by Retirement Wealth Solutions

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

Historical chart of Retirement Wealth Solutions 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 Retirement Wealth Solutions 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 Retirement Wealth Solutions

Quarter filed Position value Share count Share price at filing
2026-03-31 $72k 338 213.67
2024-12-31 $62k 337 183.57

More positions owned by Retirement Wealth Solutions

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core Univrsl Usd (IUSB)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Retirement Wealth Solutions

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