Wellington Grp »

iShares Russell 1000 Value Index shares owned by Wellington Grp

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

Historical chart of Wellington Grp 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 Wellington Grp 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 Wellington Grp

Quarter filed Position value Share count Share price at filing
2026-03-31 $222k 1.0k 213.67
2025-12-31 $82k 389 210.34

More positions owned by Wellington Grp

Ishares Tr Ishs 1-5yr Invs (IGSB)
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Ishares Tr Ultra Short Dur (ICSH)
Ishares Tr TRS FLT RT BD (TFLO)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Eli Lilly & Co. (LLY)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Spdr Series Trust State Street Spd (SPSB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)

View all positions for Wellington Grp

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