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iShares Russell 1000 Value Index shares owned by TrueNorth

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

Historical chart of TrueNorth 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 TrueNorth 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 TrueNorth

Quarter filed Position value Share count Share price at filing
2026-06-30 $469k 1.9k 242.43
2018-12-31 $18k 161 111.80
2018-09-30 $20k 161 124.22
2018-06-30 $20k 161 124.22
2015-06-30 $117k 1.1k 102.99

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Ishares Esg Optimized Msci Usa Etf Etf (SUSA)
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Ishares Tr Kld 400 Social Index Etf (DSI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Total International Stock Etf Etf (VXUS)
Vanguard Esg U.s. Stock Etf Etf (ESGV)
Ishares Russell 2500 Etf Etf (SMMD)
Vanguard Esg International Stock Etf Etf (VSGX)
Vanguard Growth Etf Etf (VUG)
Dimensional International Core Equity Market Etf Etf (DFAI)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Value Etf Etf (VTV)
Spdr S&p 500 Etf Etf (SPY)
Ishares S&p 500 Index Etf (IVV)
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)

View all positions for TrueNorth

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
FMR
Ameriprise Financial
Jpmorgan Chase & Co
Financial Engines Advisors L.L.C
Envestnet Asset Management
UBS Group
Baird Financial
Wells Fargo & Company
Raymond James Financial
Northern Trust
LPL Financial
M^T Bank Corporation

View all funds holding iShares Russell 1000 Value Index