Waterway Wealth Management »

iShares Russell 1000 Value Index shares owned by Waterway Wealth Management

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

Historical chart of Waterway Wealth Management 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 Waterway Wealth Management 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 Waterway Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $207k 855 242.43

More positions owned by Waterway Wealth Management

Wisdomtree Large Cap Dividend Etf (DLN)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Russell 1000 Growth Etf Etf (IWF)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Pimco Enhanced Short Maturity Etf Etf (MINT)
Fidelity Total Bond Etf Etf (FBND)
Ishares S&p 500 Value Etf Etf (IVE)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Msci Eafe Etf Etf (EFA)
Global X S&p 500 Covered Call Etf Etf (XYLD)
Nvidia Corporation Stock (NVDA)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Ishares Short-term National Muni Bond Etf Etf (SUB)
Fidelity Enhanced Mid Cap Core Etf Etf (FMDE)

View all positions for Waterway Wealth Management

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
Northern Trust
Wells Fargo & Company
LPL Financial
M^T Bank Corporation
Prudential Financial
Pnc Financial Services

View all funds holding iShares Russell 1000 Value Index