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iShares Russell 1000 Value Index shares owned by Strategic Wealth Designers

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

Historical chart of Strategic Wealth Designers 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 Strategic Wealth Designers 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 Strategic Wealth Designers

Quarter filed Position value Share count Share price at filing
2025-09-30 $206k 1.0k 203.67

More positions owned by Strategic Wealth Designers

Spdr Series Trust Portfli Intrmdit (SPTI)
Exchange Listed Fds Tr Bancreek Us Larg (BCUS)
Vanguard Scottsdale Fds Intterm Corp (VCIT)
Spdr Series Trust Portfolio Ln Tsr (SPTL)
Spdr Sp 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Apple (AAPL)
Broadcom (AVGO)
NVIDIA Corporation (NVDA)
Meta Platforms Cl A (META)
JPMorgan Chase & Co. (JPM)
Spdr Gold Tr Gold Shs (GLD)
Spdr Series Trust Bloomberg 13 Mo (BIL)
Thermo Fisher Scientific (TMO)

View all positions for Strategic Wealth Designers

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