iShares Russell 1000 Value Index shares owned by Lakeview Capital Partners
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Lakeview Capital Partners
from 13F filings
Historical chart of Lakeview Capital Partners investment in iShares Russell 1000 Value Index
Tip: Access up to 7 years of quarterly data
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Quarterly reported holdings in iShares Russell 1000 Value Index by Lakeview Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $339k | 2.1k | 165.24 |
| 2023-09-30 | $315k | 2.1k | 151.81 |
| 2023-06-30 | $239k | 1.5k | 157.82 |
| 2022-06-30 | $80k | 549 | 145.72 |
| 2022-03-31 | $195k | 1.2k | 166.10 |
| 2021-12-31 | $177k | 1.1k | 167.61 |
| 2021-09-30 | $527k | 3.4k | 156.61 |
| 2021-06-30 | $862k | 5.4k | 158.63 |
| 2021-03-31 | $903k | 6.0k | 151.56 |
| 2020-12-31 | $667k | 4.9k | 136.74 |
| 2020-09-30 | $570k | 4.8k | 118.06 |
| 2020-06-30 | $607k | 5.4k | 112.72 |
| 2020-03-31 | $502k | 5.1k | 99.27 |
| 2019-12-31 | $731k | 5.4k | 136.56 |
| 2019-09-30 | $336k | 2.6k | 128.39 |
| 2019-06-30 | $333k | 2.6k | 127.24 |
| 2019-03-31 | $323k | 2.6k | 123.42 |
| 2018-12-31 | $289k | 2.6k | 111.07 |
| 2018-09-30 | $329k | 2.6k | 126.44 |
| 2018-06-30 | $312k | 2.6k | 121.40 |
| 2018-03-31 | $338k | 2.8k | 119.86 |
| 2017-12-31 | $330k | 2.7k | 124.29 |
| 2017-09-30 | $310k | 2.6k | 118.55 |
| 2017-06-30 | $304k | 2.6k | 116.25 |
| 2017-03-31 | $240k | 2.1k | 114.89 |
| 2016-12-31 | $228k | 2.0k | 112.04 |
| 2014-12-31 | $875k | 8.4k | 104.42 |
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