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iShares Russell 1000 Value Index shares owned by Novem Group

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

Historical chart of Novem Group 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 Novem Group 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 Novem Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $234k 1.2k 203.61
2025-06-30 $222k 1.1k 194.23
2025-03-31 $209k 1.1k 188.15

More positions owned by Novem Group

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Pimco Etf Tr Multisector Bd (PYLD)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Series Trust Portfolio S&p500 (SPLG)
Fidelity Covington Trust Fundamental Larg (FFLC)
Pimco Etf Tr Active Bd Etf (BOND)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Faln Angls Usd (FALN)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Novem Group

Top funds holding iShares Russell 1000 Value Index

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
Pnc Financial Services

View all funds holding iShares Russell 1000 Value Index