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iShares Russell 1000 Value Index shares owned by NovaPoint Capital

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

Historical chart of NovaPoint Capital 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 NovaPoint Capital 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 NovaPoint Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $346k 1.8k 189.80
2024-06-30 $216k 1.2k 174.47
2024-03-31 $221k 1.2k 179.11
2023-12-31 $254k 1.5k 165.25
2023-09-30 $335k 2.2k 151.82
2020-03-31 $215k 2.2k 99.35
2019-12-31 $295k 2.2k 136.32

More positions owned by NovaPoint Capital

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Home Depot (HD)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Wal-Mart Stores (WMT)
International Business Machines (IBM)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)
AFLAC Incorporated (AFL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Goldman Sachs (GS)

View all positions for NovaPoint Capital

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
Raymond James & Associates
M^T Bank Corporation
LPL Financial
Pnc Financial Services
Synovus Financial Corp.
Alaska Permanent Fund Corp
BlackRock

View all funds holding iShares Russell 1000 Value Index