Vulcan Value Partners »

iShares Russell 1000 Value Index shares owned by Vulcan Value Partners

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

Historical chart of Vulcan Value Partners 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 Vulcan Value Partners 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 Vulcan Value Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $636k 2.7k 231.44
2024-12-31 $618k 3.3k 185.13
2022-06-30 $1.9M 13k 144.94
2019-12-31 $2.1M 16k 136.45
2018-12-31 $3.4M 31k 111.05
2017-12-31 $1.6M 13k 124.31
2016-12-31 $359k 3.2k 112.08

More positions owned by Vulcan Value Partners

Microsoft Corp Equity (MSFT)
Everest Group Equity (EG)
Salesforce Equity (CRM)
Amazon Equity (AMZN)
Unitedhealth Group Equity (UNH)
Transdigm Group Equity (TDG)
Costar Group Equity (CSGP)
Alphabet Equity (GOOG)
Ares Management Corporation Equity (ARES)
Mastercard Incorporated Equity (MA)
Visa Equity (V)
Ryan Specialty Holdings Equity (RYAN)
Elevance Health Equity (ELV)
Carmax Equity (KMX)
TPG Equity (TPG)

View all positions for Vulcan Value Partners

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