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iShares Russell 1000 Value Index shares owned by Trust

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

Historical chart of Trust 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 Trust 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 Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $312k 1.5k 203.59
2025-06-30 $297k 1.5k 194.23
2025-03-31 $288k 1.5k 188.13
2024-12-31 $292k 1.6k 185.18
2024-09-30 $299k 1.6k 189.85
2024-06-30 $276k 1.6k 174.47
2024-03-31 $289k 1.6k 179.14
2023-12-31 $266k 1.6k 165.28
2023-09-30 $224k 1.5k 151.85
2023-06-30 $233k 1.5k 157.86
2023-03-31 $225k 1.5k 152.29
2022-12-31 $12k 80 150.00
2022-09-30 $41k 298 137.58
2022-06-30 $43k 296 145.27
2022-03-31 $53k 322 164.60
2021-12-31 $54k 322 167.70
2021-09-30 $19k 121 157.02
2021-06-30 $19k 122 155.74
2021-03-31 $15k 102 147.06
2020-12-31 $33k 239 138.08
2020-09-30 $27k 232 116.38
2020-06-30 $26k 232 112.07
2020-03-31 $23k 232 99.14
2019-12-31 $32k 232 137.93
2019-09-30 $30k 232 129.31
2019-06-30 $30k 232 129.31
2019-03-31 $50k 402 124.38
2018-12-31 $11k 95 115.79
2018-09-30 $29k 228 127.19
2018-06-30 $28k 228 122.81
2018-03-31 $28k 233 120.17
2017-12-31 $29k 233 124.46
2017-09-30 $28k 233 120.17
2017-06-30 $27k 233 115.88
2017-03-31 $27k 233 115.88
2016-12-31 $15k 133 112.78
2016-09-30 $14k 133 105.26

More positions owned by Trust

iShares Short Treasury Bond Index ETF Short Treas Bd (SHV)
Vanguard Total Bond Index ETF Total Bnd Mrkt (BND)
iShares Core US Aggregate Bond Index ETF Core Us Aggbd Et (AGG)
Vanguard Growth Index ETF Growth Etf (VUG)
Vanguard Value Index ETF Value Etf (VTV)
SPDR S&P Emerging Markets Dividend ETF S&p Em Mkt Div (EDIV)
Schwab Fundamental Intl Large Co ETF Fundamental Intl (FNDF)
Vanguard FTSE Developed Markets ETF Van Ftse Dev Mkt (VEA)
iShares Russell 1000 Index ETF Rus 1000 Etf (IWB)
Vanguard Mid-Cap Value Index ETF Mcap Vl Idxvip (VOE)
Vanguard Mid-Cap Growth Index ETF Mcap Gr Idxvip (VOT)
JP Morgan Active Growth ETF Active Growth (JGRO)
iShares National Muni Bond Index ETF National Mun Etf (MUB)
iShares IBOXX High Yield Corp Bond Index ETF Iboxx Hi Yd Etf (HYG)
JP Morgan Ultra-Short Municipal Income ETF Ultra Sht Muncpl (JMST)

View all positions for Trust

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