iShares Russell 1000 Value Index shares owned by Nvest Financial
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Nvest Financial
from 13F filings
Historical chart of Nvest Financial 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 Nvest Financial consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 1000 Value Index by Nvest Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $322k | 1.6k | 203.62 |
| 2025-06-30 | $838k | 4.3k | 194.24 |
| 2025-03-31 | $810k | 4.3k | 188.17 |
| 2024-12-31 | $799k | 4.3k | 185.15 |
| 2024-09-30 | $803k | 4.2k | 189.80 |
| 2024-06-30 | $743k | 4.3k | 174.46 |
| 2024-03-31 | $762k | 4.3k | 179.09 |
| 2023-12-31 | $648k | 3.9k | 165.27 |
| 2023-09-30 | $597k | 3.9k | 151.82 |
| 2023-06-30 | $593k | 3.8k | 157.83 |
| 2023-03-31 | $311k | 2.0k | 152.29 |
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