iShares Russell 1000 Value Index shares owned by NewEdge Wealth
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by NewEdge Wealth
from 13F filings
Historical chart of NewEdge Wealth investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by NewEdge Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.9M | 26k | 189.80 |
| 2024-06-30 | $2.5M | 14k | 174.48 |
| 2024-03-31 | $1.8M | 11k | 172.09 |
| 2023-12-31 | $2.3M | 14k | 165.25 |
| 2023-03-31 | $438k | 2.9k | 152.25 |
| 2022-12-31 | $23M | 149k | 151.65 |
| 2022-06-30 | $607k | 4.2k | 144.94 |
| 2021-12-31 | $15M | 88k | 167.93 |
| 2021-09-30 | $7.2M | 46k | 156.50 |
| 2021-06-30 | $7.3M | 46k | 158.61 |
| 2021-03-31 | $6.9M | 46k | 151.55 |
| 2020-12-31 | $6.2M | 46k | 136.74 |
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