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iShares Russell 1000 Value Index shares owned by Symphony Financial

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

Historical chart of Symphony 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 Symphony 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 Symphony Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $275k 1.3k 212.01
2020-03-31 $837k 8.3k 101.01

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View all positions for Symphony Financial

Top funds holding iShares Russell 1000 Value Index

Goldman Sachs Group
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View all funds holding iShares Russell 1000 Value Index