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iShares Russell 1000 Value Index shares owned by Winnow Wealth

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

Historical chart of Winnow Wealth 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 Winnow Wealth 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 Winnow Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $162k 796 204.00
2025-03-31 $150k 796 188.11
2024-12-31 $147k 796 185.08

More positions owned by Winnow Wealth

Innovator Equity Managed Floor ETF Etf (SFLR)
FT Vest U.S. Equity Deep Buffer ETF - June Etf (DJUN)
FT Vest U.S. Equity Deep Buffer ETF - July Etf (DJUL)
FT Vest U.S. Equity Deep Buffer ETF - April Etf (DAPR)
FT Vest U.S. Equity Deep Buffer ETF - August Etf (DAUG)
Innovator Defined Wealth Shield ETF Etf (BALT)
Exxon Mobil Corporation (XOM)
Innovator Nasdaq-100 Managed Floor ETF Etf (QFLR)
Innovator U.S. Small Cap Managed Floor ETF Etf (RFLR)
Johnson & Johnson (JNJ)
Credit Suisse Ag Nassau Brh (GLDI)
Applovin Corp Class A (APP)
FT Vest SMID Rising Dividend Achievers Target Income ETF Etf (SDVD)
Fox Corp (FOXA)
Broadcom (AVGO)

View all positions for Winnow Wealth

Top funds holding iShares Russell 1000 Value Index

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

View all funds holding iShares Russell 1000 Value Index