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iShares Russell 1000 Value Index shares owned by W.H. Cornerstone Investments

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by W.H. Cornerstone Investments from 13F filings

Historical chart of W.H. Cornerstone Investments 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 W.H. Cornerstone Investments 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 W.H. Cornerstone Investments

Quarter filed Position value Share count Share price at filing
2026-06-30 $216k 891 242.36

More positions owned by W.H. Cornerstone Investments

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Costco Wholesale Corporation (COST)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for W.H. Cornerstone Investments

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
FMR
Ameriprise Financial
Jpmorgan Chase & Co
Financial Engines Advisors L.L.C
Envestnet Asset Management
UBS Group
Baird Financial
Wells Fargo & Company
Raymond James Financial
Northern Trust
LPL Financial
M^T Bank Corporation

View all funds holding iShares Russell 1000 Value Index