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iShares Russell 1000 Value Index shares owned by Symmetry Partner

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

Historical chart of Symmetry Partner 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 Symmetry Partner 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 Symmetry Partner

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.0M 4.9k 210.34
2025-09-30 $1.0M 5.0k 203.59
2025-06-30 $970k 5.0k 194.23
2025-03-31 $938k 5.0k 188.16
2024-12-31 $928k 5.0k 185.13
2024-09-30 $841k 4.4k 189.80

More positions owned by Symmetry Partner

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Global Core Plus (DFGP)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Core Univrsl Usd (IUSB)
Dimensional Etf Trust Intl Core Equity (DFIC)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Symmetry Panoramic Tr Sector Momentum (SMOM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Msci Intl Moment (IMTM)
American Centy Etf Tr Intl Smcp Vlu (AVDV)

View all positions for Symmetry Partner

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