iShares Russell 1000 Value Index shares owned by Newbridge Financial Services Group
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Newbridge Financial Services Group
from 13F filings
Historical chart of Newbridge Financial Services Group investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Newbridge Financial Services Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $176k | 866 | 203.62 |
| 2025-06-30 | $168k | 863 | 194.33 |
| 2025-03-31 | $162k | 861 | 188.11 |
| 2024-12-31 | $136k | 735 | 185.18 |
| 2024-06-30 | $24k | 137 | 174.47 |
| 2024-03-31 | $358 | 2 | 179.00 |
| 2023-12-31 | $123k | 747 | 165.25 |
| 2023-09-30 | $113k | 747 | 151.82 |
| 2023-06-30 | $186k | 1.2k | 157.85 |
| 2023-03-31 | $207k | 1.4k | 152.28 |
| 2022-12-31 | $205k | 1.4k | 151.60 |
| 2022-09-30 | $191k | 1.4k | 136.23 |
| 2022-06-30 | $270k | 1.9k | 145.16 |
| 2022-03-31 | $313k | 1.9k | 165.87 |
| 2021-12-31 | $298k | 1.8k | 168.08 |
| 2021-09-30 | $168k | 1.1k | 156.72 |
| 2021-06-30 | $11k | 71 | 154.93 |
| 2021-03-31 | $11k | 70 | 157.14 |
| 2020-12-31 | $10k | 70 | 142.86 |
| 2020-09-30 | $8.0k | 70 | 114.29 |
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