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iShares Russell 1000 Value Index shares owned by Roxbury Financial

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

Historical chart of Roxbury Financial 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 Roxbury Financial 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 Roxbury Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $783k 3.8k 203.61
2025-06-30 $777k 4.0k 194.22
2025-03-31 $731k 3.8k 194.38
2024-12-31 $827k 4.1k 199.82

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Walmart Stock (WMT)
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View all positions for Roxbury Financial

Top funds holding iShares Russell 1000 Value Index

Morgan Stanley
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Northern Trust
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M^T Bank Corporation

View all funds holding iShares Russell 1000 Value Index