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iShares Russell 1000 Value Index shares owned by Targeted Financial Services

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

Historical chart of Targeted Financial Services 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 Targeted Financial Services 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 Targeted Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $753k 3.1k 242.43

More positions owned by Targeted Financial Services

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core Div Grwth (DGRO)
Spdr Series Trust St Lon Treas Etf (SPTL)
Fidelity Covington Trust Msci Utils Index (FUTY)
Select Sector Spdr Tr St Str Energ Etf (XLE)
Select Sector Spdr Tr St Str Stapl Etf (XLP)
Apple (AAPL)
Eli Lilly & Co. (LLY)
Ishares Tr Core High Dv Etf (HDV)
Wal-Mart Stores (WMT)
Microsoft Corporation (MSFT)
Exxon Mobil Corporation (XOM)
Ishares Tr Core Univrsl Usd (IUSB)

View all positions for Targeted Financial Services

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
Prudential Financial
M^T Bank Corporation
Pnc Financial Services

View all funds holding iShares Russell 1000 Value Index