IWD — ISHARES RUSSELL 1000 VALUE ETF

Ownership history in Fund Evaluation Group, LLC  ·  30 quarters on record

This page tracks every 13F SEC filing in which Fund Evaluation Group, LLC reported a position in ISHARES RUSSELL 1000 VALUE ETF (IWD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.77% (2025 Q2)
Avg. % of fund
0.6%
First filed
2006 Q1
Last filed
2025 Q4
Quarters held
30
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 87,356 +8,352 +10.6% 0.61% $18.4M $209.54
2025 Q3 REDUCED 79,004 -23,935 -23.3% 0.58% $16.1M $201.84
2025 Q2 ADDED 102,939 +79,954 +347.9% 0.77% $20.0M $191.71
2025 Q1 REDUCED 22,985 -64,371 -73.7% 0.19% $4.3M $184.90
26 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWD price (monthly, adj. close)

Other funds also holding IWD

As of 2025 Q4 — sorted by position size

Pacific Life Fund Advisors LLC 3Y 22.61% LWM ADVISORS INC 21.73% Covenant Partners, LLC 3Y 7Y 18.93% LBJ Family Wealth Advisors, Ltd. 3Y 7Y 18.57% Objectivity Squared, LLC 17.55% LANDAAS & CO /WI /ADV 3Y 7Y 16.9% Gainplan LLC 3Y 7Y 16.41% Cedar Mountain Advisors, LLC 3Y 16.33% Stairway Partners, LLC 3Y 7Y 14.41% Paulson Wealth Management Inc. 3Y 7Y 13.14%
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