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iShares Russell 1000 Value Index shares owned by Nwam

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

Historical chart of Nwam 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 Nwam 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 Nwam

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.9M 44k 178.30
2023-12-31 $7.3M 44k 165.25
2023-09-30 $1.3M 8.7k 151.83
2023-06-30 $7.5M 48k 157.83
2023-03-31 $7.5M 49k 152.26
2022-12-31 $9.3M 61k 151.65
2022-09-30 $8.3M 61k 136.00
2022-06-30 $9.8M 67k 145.48
2022-03-31 $11M 68k 165.98
2021-12-31 $10M 62k 167.93
2021-09-30 $9.8M 63k 156.52
2021-06-30 $11M 66k 158.62
2021-03-31 $10M 67k 151.56
2020-12-31 $7.1M 52k 136.72
2020-09-30 $6.1M 52k 118.13
2020-06-30 $7.8M 69k 112.62
2020-03-31 $7.5M 76k 99.18
2019-12-31 $10M 76k 136.48
2019-09-30 $9.3M 72k 128.26
2019-06-30 $8.8M 69k 127.22
2019-03-31 $8.7M 71k 123.50
2018-12-31 $6.2M 56k 111.04
2018-09-30 $7.5M 59k 126.62
2018-06-30 $6.5M 54k 121.37
2018-03-31 $6.1M 50k 119.97
2017-12-31 $7.1M 57k 124.33
2017-09-30 $6.8M 57k 118.51
2017-06-30 $6.5M 56k 116.43
2017-03-31 $6.5M 57k 114.94
2016-12-31 $5.8M 52k 112.02
2016-09-30 $5.4M 51k 105.62
2016-06-30 $5.5M 53k 103.23
2016-03-31 $5.3M 54k 98.69
2015-12-31 $4.5M 47k 97.86
2015-06-30 $2.9M 28k 102.75
2015-03-31 $2.8M 28k 103.09
2014-12-31 $4.9M 47k 104.41
2014-09-30 $5.2M 52k 100.09
2014-06-30 $5.2M 52k 101.26
2014-03-31 $5.2M 54k 96.49
2013-12-31 $2.7M 29k 94.16
2013-09-30 $3.0M 35k 86.19
2013-06-30 $3.0M 36k 83.78
2013-03-31 $3.0M 37k 81.16
2012-12-31 $2.4M 34k 72.81
2012-09-30 $2.4M 34k 72.17
2012-06-30 $2.3M 33k 68.22

More positions owned by Nwam

Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Exxon Mobil Corporation (XOM)
Ishares Tr Core S&p Ttl Stk (ITOT)
Costco Wholesale Corporation (COST)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Nwam

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