iShares Russell 1000 Value Index shares owned by Newton One Investments
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Newton One Investments
from 13F filings
Historical chart of Newton One Investments investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Newton One Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $10M | 53k | 189.80 |
| 2024-06-30 | $9.4M | 54k | 174.47 |
| 2024-03-31 | $9.8M | 55k | 179.11 |
| 2023-12-31 | $9.2M | 56k | 165.25 |
| 2023-09-30 | $8.6M | 56k | 151.82 |
| 2023-06-30 | $9.0M | 57k | 157.83 |
| 2023-03-31 | $8.8M | 58k | 152.26 |
| 2022-12-31 | $8.8M | 58k | 151.65 |
| 2022-09-30 | $8.0M | 59k | 136.00 |
| 2022-06-30 | $8.5M | 59k | 144.97 |
| 2022-03-31 | $9.8M | 59k | 165.97 |
| 2021-12-31 | $10M | 60k | 167.94 |
| 2021-09-30 | $9.3M | 60k | 156.50 |
| 2021-06-30 | $9.3M | 59k | 158.63 |
| 2021-03-31 | $8.9M | 58k | 151.55 |
| 2020-12-31 | $8.1M | 59k | 136.72 |
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