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iShares Russell 1000 Value Index shares owned by Sage Financial Management Group

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

Historical chart of Sage Financial Management Group 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 Sage Financial Management Group 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 Sage Financial Management Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $202k 832 242.43

More positions owned by Sage Financial Management Group

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Series Trust ST STR P500GRW (SPYG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Msci Eafe Etf (EFA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Whitehall Fds High Div Yld (VYM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Sage Financial Management Group

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
FMR
Financial Engines Advisors L.L.C
UBS Group
Envestnet Asset Management
Baird Financial
Raymond James Financial
Northern Trust
Wells Fargo & Company
LPL Financial
M^T Bank Corporation
Prudential Financial
Pnc Financial Services

View all funds holding iShares Russell 1000 Value Index