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
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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 |
|---|---|---|---|
| 2025-09-30 | $3.4M | 17k | 203.59 |
| 2025-06-30 | $3.1M | 16k | 194.23 |
| 2025-03-31 | $3.1M | 16k | 188.16 |
| 2024-12-31 | $3.1M | 17k | 185.14 |
| 2024-09-30 | $3.2M | 17k | 189.81 |
| 2024-06-30 | $5.3M | 31k | 174.47 |
| 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 |
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