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iShares Russell 1000 Value Index shares owned by Nelson, Van Denburg & Campbell Wealth Management

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Nelson, Van Denburg & Campbell Wealth Management from 13F filings

Historical chart of Nelson, Van Denburg & Campbell Wealth Management 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 Nelson, Van Denburg & Campbell Wealth Management 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 Nelson, Van Denburg & Campbell Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.3M 19k 179.12
2023-12-31 $364k 2.2k 165.30
2023-09-30 $269k 1.8k 151.90
2023-06-30 $177k 1.1k 157.96
2023-03-31 $125k 823 152.26
2022-12-31 $55k 363 151.87
2022-09-30 $68k 500 136.00
2022-06-30 $52k 359 144.85
2022-03-31 $125k 758 164.91
2021-12-31 $59k 356 165.73
2021-09-30 $200k 1.3k 156.13
2021-06-30 $79k 503 157.06
2019-06-30 $12k 96 125.00
2018-09-30 $39k 311 125.40
2018-06-30 $51k 418 122.01
2018-03-31 $50k 418 119.62
2017-12-31 $39k 311 125.40
2016-12-31 $29k 259 111.97
2016-09-30 $27k 259 104.25
2016-06-30 $27k 259 104.25
2016-03-31 $26k 259 100.39
2015-12-31 $43k 442 97.29
2015-09-30 $41k 442 92.76
2015-06-30 $46k 442 104.07
2015-03-31 $93k 901 103.22
2014-12-31 $94k 901 104.33
2014-09-30 $90k 901 99.89
2014-06-30 $91k 901 101.00
2014-03-31 $87k 901 96.56

More positions owned by Nelson, Van Denburg & Campbell Wealth Management

Ishares Core Dividend Growth Etf Etf (DGRO)
Vanguard Growth Etf Etf (VUG)
Vanguard Index Fds Mid-cap Value Index Viper Shs Etf Etf (VOE)
Vanguard Mid Cap Growth Etf Etf (VOT)
Ishares S&p 500 Index Etf (IVV)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Jpmorgan Active Value Etf Etf (JAVA)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Apple Stock (AAPL)
Vanguard S&p 500 Etf Etf (VOO)
Jpmorgan Active Growth Etf Etf (JGRO)
Spdr Ser Tr Dj Wilshire Small Cap Value Etf Etf (SLYV)
Microsoft Stock (MSFT)
Schwab Us Large Cap Growth Etf Etf (SCHG)
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)

View all positions for Nelson, Van Denburg & Campbell Wealth Management

Top funds holding iShares Russell 1000 Value Index

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

View all funds holding iShares Russell 1000 Value Index