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iShares Russell 1000 Value Index shares owned by Walsh & Associates

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

Historical chart of Walsh & Associates 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 Walsh & Associates 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 Walsh & Associates

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.2M 5.7k 213.67
2025-12-31 $1.2M 5.9k 210.34

More positions owned by Walsh & Associates

Ishares Russell MF Closed and MF Open (IWF)
State Street MF Closed and MF Open (SPYG)
State Street MF Closed and MF Open (SPYV)
Dimensional Us MF Closed and MF Open (DFUV)
State Street MF Closed and MF Open (SPEM)
State Street MF Closed and MF Open (SPDW)
Dimensional Us MF Closed and MF Open (DFAT)
Nvidia Corp Common Stock (NVDA)
Apple Common Stock (AAPL)
State Street MF Closed and MF Open (MDYG)
Adams Diversified MF Closed and MF Open (ADX)
Ishares Core MF Closed and MF Open (ITOT)
State Street MF Closed and MF Open (SPTM)
State Street MF Closed and MF Open (SLYG)
Ishares Russ MF Closed and MF Open (IWS)

View all positions for Walsh & Associates

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