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iShares Russell 1000 Value Index shares owned by Wealthcare Capital Partners

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

Historical chart of Wealthcare Capital 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 Wealthcare Capital Partners 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 Wealthcare Capital Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $510k 2.5k 203.61
2025-06-30 $485k 2.5k 194.24
2025-03-31 $470k 2.5k 188.16
2024-12-31 $347k 1.9k 185.13

More positions owned by Wealthcare Capital Partners

Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds Total Stk Mkt (VTI)
UnitedHealth (UNH)
Spdr Series Trust Portfolio S&p500 (SPLG)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Series Trust Portfolio S&p600 (SPSM)
Microsoft Corporation (MSFT)

View all positions for Wealthcare Capital Partners

Top funds holding iShares Russell 1000 Value Index

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View all funds holding iShares Russell 1000 Value Index