iShares Russell 1000 Value Index shares owned by Newport Wealth Strategies
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Newport Wealth Strategies
from 13F filings
Historical chart of Newport Wealth Strategies investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Newport Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-09-30 | $617k | 3.9k | 156.60 |
| 2021-06-30 | $1.2M | 7.5k | 158.69 |
| 2021-03-31 | $1.1M | 7.2k | 151.55 |
| 2019-12-31 | $326k | 2.4k | 135.78 |
| 2019-09-30 | $308k | 2.4k | 128.28 |
| 2019-06-30 | $308k | 2.4k | 128.28 |
| 2019-03-31 | $300k | 2.4k | 124.95 |
| 2018-12-31 | $273k | 2.4k | 113.70 |
| 2018-09-30 | $288k | 2.4k | 119.95 |
| 2018-06-30 | $279k | 2.3k | 121.25 |
| 2018-03-31 | $564k | 4.7k | 119.95 |
| 2017-12-31 | $658k | 5.1k | 128.97 |
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