iShares Russell 1000 Index shares owned by LVW Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by LVW Advisors
from 13F filings
Historical chart of LVW Advisors investment in iShares Russell 1000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Index held by LVW Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 1000 Index by LVW Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $421k | 1.1k | 373.44 |
| 2025-09-30 | $412k | 1.1k | 365.48 |
| 2025-06-30 | $383k | 1.1k | 339.57 |
| 2025-03-31 | $346k | 1.1k | 306.74 |
| 2024-12-31 | $363k | 1.1k | 322.16 |
| 2022-03-31 | $212k | 846 | 250.59 |
| 2021-12-31 | $204k | 771 | 264.59 |
| 2021-09-30 | $211k | 871 | 242.25 |
| 2021-06-30 | $223k | 923 | 241.60 |
| 2021-03-31 | $207k | 923 | 224.27 |
| 2020-12-31 | $268k | 1.3k | 212.19 |
| 2020-09-30 | $255k | 1.4k | 187.50 |
| 2019-12-31 | $253k | 1.4k | 178.17 |
| 2019-09-30 | $254k | 1.5k | 164.72 |
| 2019-06-30 | $281k | 1.7k | 162.90 |
| 2019-03-31 | $308k | 2.0k | 157.38 |
| 2018-12-31 | $271k | 2.0k | 138.48 |
| 2018-09-30 | $321k | 2.0k | 161.88 |
| 2018-06-30 | $260k | 1.7k | 151.78 |
| 2018-03-31 | $255k | 1.7k | 146.80 |
| 2017-12-31 | $258k | 1.7k | 148.53 |
| 2017-09-30 | $286k | 2.0k | 139.78 |
| 2017-06-30 | $281k | 2.1k | 135.03 |
| 2017-03-31 | $297k | 2.3k | 131.18 |
| 2016-12-31 | $496k | 4.0k | 124.44 |
| 2016-09-30 | $493k | 4.1k | 120.54 |
| 2016-06-30 | $1.2M | 10k | 116.90 |
| 2016-03-31 | $1.6M | 14k | 114.08 |
| 2015-12-31 | $1.7M | 15k | 113.32 |
| 2015-09-30 | $3.7M | 35k | 107.04 |
| 2015-06-30 | $4.4M | 38k | 116.03 |
| 2015-03-31 | $4.5M | 39k | 115.84 |
| 2014-12-31 | $4.7M | 41k | 114.64 |