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
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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 |
|---|---|---|---|
| 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 |
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