Wetzel Investment Advisors »

iShares Russell 1000 Value Index shares owned by Wetzel Investment Advisors

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

Historical chart of Wetzel Investment Advisors 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 Wetzel Investment Advisors 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 Wetzel Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 7.3k 189.80
2024-06-30 $1.3M 7.3k 179.11
2024-03-31 $1.2M 7.3k 169.57
2023-12-31 $1.2M 7.3k 165.21

More positions owned by Wetzel Investment Advisors

Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
JPMorgan Chase & Co. (JPM)
Eli Lilly & Co. (LLY)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Scp Etf (IJR)
First Tr Morningstar Divid L SHS (FDL)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Ishares Tr Conv Bd Etf (ICVT)

View all positions for Wetzel Investment Advisors

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
Financial Engines Advisors L.L.C
Jpmorgan Chase & Co
Envestnet Asset Management
Jones Financial Companies, L.L
Wells Fargo & Company
Northern Trust
Raymond James & Associates
M^T Bank Corporation
LPL Financial
Pnc Financial Services
Synovus Financial Corp.
BlackRock

View all funds holding iShares Russell 1000 Value Index