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iShares Russell 1000 Value Index shares owned by NovaPoint Capital

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

Historical chart of NovaPoint Capital 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 NovaPoint Capital 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 NovaPoint Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $221k 1.2k 179.11
2023-12-31 $254k 1.5k 165.25
2023-09-30 $335k 2.2k 151.82
2020-03-31 $215k 2.2k 99.35
2019-12-31 $295k 2.2k 136.32

More positions owned by NovaPoint Capital

Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Home Depot (HD)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
International Business Machines (IBM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)
Mastercard Incorporated Cl A (MA)
NVIDIA Corporation (NVDA)
Wal-Mart Stores (WMT)
Chubb (CB)

View all positions for NovaPoint Capital

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
Baird Financial
M^T Bank Corporation
Raymond James & Associates
Pnc Financial Services
Branch Banking & Trust Company
Royal Bank of Canada
Jasper Ridge Partners
Commonwealth Equity Services
Stifel Financial
GLOBALT Investments LLC / GA

View all funds holding iShares Russell 1000 Value Index