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iShares Russell 1000 Value Index shares owned by Northeast Financial Consultants

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Northeast Financial Consultants from 13F filings

Historical chart of Northeast Financial Consultants 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 Northeast Financial Consultants consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Value Index by Northeast Financial Consultants

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.3M 12k 189.80
2024-06-30 $2.1M 12k 174.47
2024-03-31 $2.2M 12k 179.11
2023-12-31 $2.0M 12k 165.25
2023-09-30 $1.8M 12k 151.82
2023-06-30 $1.9M 12k 157.83
2023-03-31 $1.9M 13k 152.26
2022-12-31 $1.9M 13k 151.65
2022-09-30 $1.6M 12k 136.03
2022-06-30 $1.6M 11k 144.97
2022-03-31 $1.9M 11k 165.96
2021-12-31 $1.9M 12k 167.96
2021-09-30 $1.8M 12k 156.54
2021-06-30 $1.9M 12k 158.61
2021-03-31 $1.8M 12k 151.53
2020-12-31 $1.6M 12k 136.76
2020-09-30 $1.4M 12k 118.15
2020-06-30 $870k 7.7k 112.62
2020-03-31 $766k 7.7k 99.16
2019-12-31 $1.1M 8.1k 136.47
2019-09-30 $1.0M 8.1k 128.30
2019-06-30 $1.0M 8.1k 127.18
2019-03-31 $997k 8.1k 123.47
2018-09-30 $626k 5.0k 126.44
2018-06-30 $614k 5.1k 121.37
2018-03-31 $606k 5.1k 119.79
2017-12-31 $579k 4.7k 124.33
2017-09-30 $263k 2.2k 118.58
2016-09-30 $335k 3.2k 105.71
2016-06-30 $496k 4.2k 116.90
2016-03-31 $313k 3.2k 98.77
2015-12-31 $310k 3.2k 97.82
2015-09-30 $296k 3.2k 93.40
2015-06-30 $327k 3.2k 103.19
2015-03-31 $327k 3.2k 103.19

More positions owned by Northeast Financial Consultants

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Div Grwth (DGRO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Blackstone Secd Lending Common Stock (BXSL)
Microsoft Corporation (MSFT)
Vanguard Whitehall Fds High Div Yld (VYM)
Amazon (AMZN)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Golub Capital BDC (GBDC)
JPMorgan Chase & Co. (JPM)
Pfizer (PFE)

View all positions for Northeast Financial Consultants

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
Financial Engines Advisors L.L.C
Jpmorgan Chase & Co
Envestnet Asset Management
Jones Financial Companies, L.L
Wells Fargo & Company
Northern Trust
Raymond James & Associates
M^T Bank Corporation
LPL Financial
Pnc Financial Services
Synovus Financial Corp.
BlackRock

View all funds holding iShares Russell 1000 Value Index