iShares Russell 1000 Value Index shares owned by NEXT Financial
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by NEXT Financial
from 13F filings
Historical chart of NEXT Financial investment in iShares Russell 1000 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Value Index held by NEXT Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 1000 Value Index by NEXT Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-12-31 | $2.3M | 14k | 167.93 |
| 2021-09-30 | $973k | 6.2k | 156.40 |
| 2021-06-30 | $1.0M | 6.4k | 158.54 |
| 2021-03-31 | $1.3M | 8.8k | 151.63 |
| 2020-12-31 | $1.3M | 9.4k | 136.72 |
| 2020-09-30 | $1.0M | 8.9k | 118.04 |
| 2020-06-30 | $979k | 8.7k | 112.54 |
| 2020-03-31 | $761k | 7.7k | 99.23 |
| 2019-12-31 | $2.2M | 16k | 136.43 |
| 2019-09-30 | $2.1M | 16k | 128.26 |
| 2019-06-30 | $1.9M | 15k | 127.25 |
| 2019-03-31 | $689k | 5.6k | 123.76 |
| 2018-12-31 | $150k | 1.4k | 110.95 |
| 2018-09-30 | $109k | 859 | 126.89 |
| 2017-09-30 | $50k | 419 | 119.33 |
| 2017-06-30 | $59k | 506 | 116.60 |
| 2017-03-31 | $48k | 419 | 114.56 |
| 2016-12-31 | $701k | 6.3k | 112.00 |
| 2016-09-30 | $720k | 6.8k | 105.65 |
| 2016-06-30 | $53k | 520 | 101.92 |
| 2016-03-31 | $59k | 601 | 98.17 |
| 2015-12-31 | $78k | 806 | 96.77 |
| 2015-09-30 | $941k | 10k | 93.22 |
| 2015-06-30 | $1.0M | 9.9k | 103.12 |
| 2015-03-31 | $947k | 9.2k | 102.99 |
| 2014-12-31 | $963k | 9.2k | 104.45 |
| 2014-09-30 | $1.7M | 17k | 100.09 |
| 2014-06-30 | $1.0k | 11 | 90.91 |
Top funds holding iShares Russell 1000 Value Index
View all funds holding iShares Russell 1000 Value Index