Veratis Advisors »

iShares Russell 1000 Value Index shares owned by Veratis Advisors

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

Historical chart of Veratis 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 Veratis Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 1000 Value Index by Veratis Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $8.3M 37k 223.13

More positions owned by Veratis Advisors

Vanguard Index Fds Growth Etf (VUG)
Lincoln Electric Holdings (LECO)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Sp Smcp600vl Etf (IJS)
Ishares Tr S&P SML 600 GWT (IJT)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Truist Financial Corp equities (TFC)
Dimensional Etf Trust Global Real Est (DFGR)
Wal-Mart Stores (WMT)
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)

View all positions for Veratis Advisors

Top funds holding iShares Russell 1000 Value Index

Goldman Sachs Group
FMR
Jpmorgan Chase & Co
Financial Engines Advisors L.L.C
Envestnet Asset Management
UBS Group
Wells Fargo & Company
Baird Financial
Raymond James Financial
Northern Trust
LPL Financial
M^T Bank Corporation
Pnc Financial Services
Prudential Financial
Pinnacle Financial Partners

View all funds holding iShares Russell 1000 Value Index