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iShares Russell 1000 Value Index shares owned by Tortuga Wealth Management

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

Historical chart of Tortuga Wealth Management 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 Tortuga Wealth Management 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 Tortuga Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $483k 2.3k 210.14

More positions owned by Tortuga Wealth Management

Alphabet Cap Stk Cl C (GOOG)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
McKesson Corporation (MCK)
Amazon (AMZN)
International Business Machines (IBM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Amgen (AMGN)
Chevron Corporation (CVX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Meta Platforms Cl A (META)
Bank of America Corporation (BAC)
Verizon Communications (VZ)

View all positions for Tortuga Wealth Management

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
Wells Fargo & Company
Northern Trust
LPL Financial
Prudential Financial
M^T Bank Corporation
Pnc Financial Services

View all funds holding iShares Russell 1000 Value Index