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iShares Russell 1000 Value Index shares owned by Northstar Wealth Partners

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

Historical chart of Northstar Wealth 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 Northstar Wealth 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 Northstar Wealth Partners

Quarter filed Position value Share count Share price at filing
2020-09-30 $497k 4.2k 118.02
2020-06-30 $524k 4.7k 112.42
2020-03-31 $419k 4.2k 99.12
2019-12-31 $592k 4.3k 136.34
2019-09-30 $543k 4.2k 128.19
2019-06-30 $789k 6.2k 127.16
2019-03-31 $734k 5.9k 123.49
2018-12-31 $622k 5.6k 111.05
2018-09-30 $772k 6.1k 126.58
2018-06-30 $755k 6.2k 121.29
2018-03-31 $695k 5.8k 119.87