Wharton Business Group »

iShares Russell 1000 Value Index shares owned by Wharton Business Group

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

Historical chart of Wharton Business Group 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 Wharton Business Group 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 Wharton Business Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $315k 1.5k 210.34
2025-09-30 $305k 1.5k 203.59
2025-06-30 $291k 1.5k 194.52
2025-03-31 $271k 1.4k 188.06

More positions owned by Wharton Business Group

Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Value (VLUE)
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB)
Ishares Tr Msci Eafe Min Vl (EFAV)
Ishares Msci Emerg Mrkt (EEMV)
Vanguard Whitehall Fds High Div Yld (VYM)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Apple (AAPL)
Ishares Tr Us Infrastruc (IFRA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr State Street Tec (XLK)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Ishares Tr Rus Tp200 Gr Etf (IWY)

View all positions for Wharton Business Group

Top funds holding iShares Russell 1000 Value Index

Goldman Sachs Group
FMR
Jpmorgan Chase & Co
Financial Engines Advisors L.L.C
Envestnet Asset Management
UBS Group
Wells Fargo & Company
Baird Financial
Raymond James Financial
Northern Trust
LPL Financial
M^T Bank Corporation
Pnc Financial Services
Prudential Financial
Pinnacle Financial Partners

View all funds holding iShares Russell 1000 Value Index