iShares Russell 1000 Value Index shares owned by Kelman-Lazarov
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Kelman-Lazarov
from 13F filings
Historical chart of Kelman-Lazarov investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Kelman-Lazarov
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $824k | 4.0k | 203.59 |
| 2025-06-30 | $786k | 4.0k | 194.23 |
| 2025-03-31 | $762k | 4.0k | 188.16 |
| 2018-09-30 | $312k | 2.5k | 126.67 |
| 2018-06-30 | $299k | 2.5k | 121.40 |
| 2018-03-31 | $276k | 2.3k | 119.79 |
| 2017-12-31 | $289k | 2.3k | 124.30 |
| 2017-09-30 | $276k | 2.3k | 118.71 |
| 2017-06-30 | $271k | 2.3k | 116.56 |
| 2017-03-31 | $267k | 2.3k | 114.84 |
| 2016-12-31 | $261k | 2.3k | 112.03 |
| 2016-09-30 | $243k | 2.3k | 104.70 |
| 2016-06-30 | $240k | 2.3k | 103.34 |
| 2016-03-31 | $265k | 2.7k | 99.18 |
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