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iShares Russell 1000 Value Index shares owned by Rossmore Private Capital

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

Historical chart of Rossmore Private Capital 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 Rossmore Private Capital 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 Rossmore Private Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $62k 302 203.59

More positions owned by Rossmore Private Capital

Exxon Mobil Corporation (XOM)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Chevron Corporation (CVX)
JPMorgan Chase & Co. (JPM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Johnson & Johnson (JNJ)
Eli Lilly & Co. (LLY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Automatic Data Processing (ADP)

View all positions for Rossmore Private Capital

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