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iShares Russell 1000 Value Index shares owned by Savvy Advisors

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

Historical chart of Savvy Advisors 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 Savvy Advisors 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 Savvy Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.6M 36k 210.34
2025-09-30 $277k 1.4k 203.59
2025-06-30 $256k 1.3k 194.23
2025-03-31 $437k 2.3k 188.16
2024-12-31 $216k 1.2k 185.13
2024-09-30 $221k 1.2k 189.80
2024-06-30 $203k 1.2k 174.47

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J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
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Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Spinnaker Etf Series Uva Unconstraind (FFIU)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Select Sector Spdr Tr State Street Tec (XLK)

View all positions for Savvy Advisors

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