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iShares Russell 1000 Value Index shares owned by TFB Advisors

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

Historical chart of TFB 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 TFB 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 TFB Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $615k 3.0k 203.15
2025-06-30 $591k 3.0k 194.25
2025-03-31 $583k 3.1k 188.17
2024-12-31 $601k 3.2k 185.14
2024-09-30 $616k 3.2k 189.80
2024-06-30 $576k 3.3k 174.47
2024-03-31 $765k 4.5k 171.23
2023-12-31 $707k 4.3k 165.25
2023-06-30 $688k 4.4k 157.83

More positions owned by TFB Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard World Mega Grwth Ind (MGK)
NVIDIA Corporation (NVDA)
Vanguard World Mega Cap Val Etf (MGV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Specialized Funds Div App Etf (VIG)
Proshares Tr Pshs Ult S&p 500 (SSO)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Apple (AAPL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Microsoft Corporation (MSFT)

View all positions for TFB Advisors

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