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iShares Russell 1000 Value Index shares owned by LLBH Private Wealth Management

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

Historical chart of LLBH Private Wealth Management 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 LLBH Private Wealth Management 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 LLBH Private Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $899k 5.4k 165.25
2023-09-30 $1.0M 6.6k 151.82
2023-06-30 $1.0M 6.6k 152.26
2023-03-31 $1.0M 6.6k 152.26
2022-12-31 $999k 6.6k 151.65
2022-09-30 $896k 6.6k 136.00
2022-06-30 $955k 6.6k 144.96
2022-03-31 $1.1M 6.6k 165.91
2021-12-31 $1.1M 6.6k 167.88
2021-09-30 $1.0M 6.6k 156.50
2021-06-30 $1.0M 6.3k 158.63
2021-03-31 $1.1M 7.1k 151.53
2020-12-31 $975k 7.1k 136.67
2020-09-30 $843k 7.1k 118.17
2020-06-30 $803k 7.1k 112.56
2020-03-31 $752k 7.6k 99.12
2019-12-31 $1.0M 7.6k 136.42
2019-09-30 $1.1M 8.9k 128.23
2019-06-30 $1.3k 4.8k 0.27
2019-03-31 $1.3M 10k 123.50
2018-12-31 $1.0M 9.0k 111.09
2018-09-30 $1.3M 11k 126.58
2018-06-30 $1.3M 11k 121.38
2018-03-31 $1.3M 11k 119.98
2017-12-31 $1.4M 11k 124.92
2017-09-30 $1.3M 11k 118.52
2017-06-30 $1.3M 11k 116.45
2017-03-31 $1.3M 11k 114.92
2016-12-31 $611k 5.5k 112.09

More positions owned by LLBH Private Wealth Management

Blackstone Strategic Cred 20 Com Shs Ben In (BGB)
Lions Gate Entmnt Corp Cl B Non Vtg (LGF.B)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Legalzoom (LZ)
Lions Gate Entmnt Corp Cl A Vtg (LGF.A)
Apple (AAPL)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
First Trust New Opportunities (FPL)
Exxon Mobil Corporation (XOM)
Target Hospitality Corp (TH)
Golub Capital BDC (GBDC)
Microsoft Corporation (MSFT)
Ares Management Corporation Cl A Com Stk (ARES)
Airbnb Com Cl A (ABNB)
Blackstone Group Inc Com Cl A (BX)

View all positions for LLBH Private Wealth Management

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
M^T Bank Corporation
Baird Financial
Raymond James & Associates
Pnc Financial Services
Branch Banking & Trust Company
Royal Bank of Canada
Jasper Ridge Partners
Commonwealth Equity Services
GLOBALT Investments LLC / GA
Stifel Financial

View all funds holding iShares Russell 1000 Value Index