L2 Asset Management »

iShares Russell 1000 Value Index shares owned by L2 Asset Management

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by L2 Asset Management from 13F filings

Historical chart of L2 Asset 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 L2 Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 1000 Value Index by L2 Asset Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.4M 16k 213.67
2022-09-30 $5.4M 395 13600.00
2022-03-31 $6.6M 395 16597.47
2021-12-31 $8.3M 49k 167.94
2021-09-30 $2.0M 13k 156.49
2021-06-30 $210k 49k 4.25

More positions owned by L2 Asset Management

Ishares Tr 0-3 Mnth Treasry (SGOV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Msci Emg Mkt Etf (EEM)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Principal Exchange Traded Spectrum Pfd (PREF)
Microsoft Corporation (MSFT)
CF Industries Holdings (CF)
Janus Henderson Group Ord Shs

View all positions for L2 Asset Management

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
FMR
Financial Engines Advisors L.L.C
UBS Group
Envestnet Asset Management
Baird Financial
Raymond James Financial
Northern Trust
Wells Fargo & Company
LPL Financial
Prudential Financial
M^T Bank Corporation
Pnc Financial Services

View all funds holding iShares Russell 1000 Value Index