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iShares Russell 1000 Value Index shares owned by NorthRock Partners

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

Historical chart of NorthRock Partners 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 NorthRock Partners 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 NorthRock Partners

Quarter filed Position value Share count Share price at filing
2025-06-30 $7.3M 38k 194.23
2025-03-31 $6.2M 33k 188.16
2024-12-31 $6.7M 36k 185.13
2024-09-30 $2.9M 16k 189.80
2024-06-30 $2.8M 16k 174.46
2024-03-31 $5.6M 32k 179.11
2023-12-31 $5.3M 32k 165.25
2023-09-30 $2.6M 17k 151.82
2023-06-30 $2.7M 17k 157.83
2023-03-31 $2.8M 18k 152.26
2022-12-31 $2.9M 19k 151.65
2022-09-30 $2.8M 20k 135.99
2022-06-30 $3.7M 26k 144.98
2022-03-31 $5.1M 31k 165.98
2021-12-31 $6.1M 36k 167.92
2021-09-30 $5.8M 35k 165.85
2021-06-30 $5.9M 37k 158.61
2021-03-31 $5.9M 39k 151.54
2020-12-31 $5.4M 40k 136.73
2020-09-30 $4.7M 40k 118.13
2020-06-30 $4.2M 46k 92.92
2020-03-31 $20M 197k 99.18
2019-12-31 $29M 2.2M 13.45
2019-09-30 $26M 202k 128.26
2019-06-30 $46M 359k 127.68
2019-03-31 $44M 355k 123.53
2018-12-31 $38M 340k 111.07
2018-09-30 $43M 338k 127.47
2018-06-30 $38M 316k 121.32
2018-03-31 $37M 307k 120.24
2017-12-31 $39M 317k 124.30
2017-09-30 $36M 303k 118.50
2017-06-30 $33M 281k 116.39
2017-03-31 $32M 274k 114.95
2016-12-31 $31M 281k 112.04
2016-09-30 $28M 267k 105.62
2016-06-30 $28M 269k 103.24
2016-03-31 $25M 253k 98.81
2015-12-31 $18M 180k 97.85
2015-09-30 $16M 241k 65.51
2015-06-30 $17M 161k 103.17
2015-03-31 $16M 160k 103.08
2014-12-31 $14M 135k 104.40

More positions owned by NorthRock Partners

J P Morgan Exchange Traded F Mortgage Backed (JMTG)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Apple Put Option (AAPL)
Spdr Series Trust S&p 400 Mdcp Val (MDYV)
Spdr Series Trust S&P 400 MDCP GRW (MDYG)
Microsoft Corporation Call Option (MSFT)
NVIDIA Corporation (NVDA)
Spdr Series Trust S&p 600 Smcp Val (SLYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)

View all positions for NorthRock Partners

Top funds holding iShares Russell 1000 Value Index

Morgan Stanley
Goldman Sachs Group
FMR
Jpmorgan Chase & Co
Financial Engines Advisors L.L.C
UBS Group
Envestnet Asset Management
Baird Financial
Raymond James Financial
Elliott Investment Management
Wells Fargo & Company
Northern Trust
LPL Financial
Prudential Financial
M^T Bank Corporation

View all funds holding iShares Russell 1000 Value Index