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iShares Russell 1000 Value Index shares owned by Wealthquest

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

Historical chart of Wealthquest 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 Wealthquest 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 Wealthquest

Quarter filed Position value Share count Share price at filing
2026-06-30 $268k 1.1k 242.43

More positions owned by Wealthquest

Vanguard Large Cap ETF Etf (VV)
iShares Core MSCI EAFE Etf (IEFA)
Innovator US Equity 10 Buffer Etf (ZALT)
Innovator Defined Wealth Shield Etf (BALT)
SPDR S&P 1500 Etf (SPTM)
Vanguard Small Cap ETF Etf (VB)
Vanguard Russell 1000 Growth Etf (VONG)
iShares Core S&P Mid Cap Etf (IJH)
American Financial Group Stock (AFG)
Vanguard Mid Cap ETF Etf (VO)
DFA International Core Equity ETF Etf (DFAI)
DFA Short Duration Fixed Income Etf (DFSD)
Vanguard Short Term Bond Etf (BSV)
JPMorgan Limited Duration Bond Etf (JPLD)
Procter & Gamble Stock (PG)

View all positions for Wealthquest

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
Prudential Financial
M^T Bank Corporation
Pnc Financial Services

View all funds holding iShares Russell 1000 Value Index