iShares Russell 1000 Value Index shares owned by Lake Street Advisors Group
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Lake Street Advisors Group
from 13F filings
Historical chart of Lake Street Advisors Group 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 Lake Street Advisors Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 1000 Value Index by Lake Street Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $969k | 5.1k | 189.78 |
| 2024-06-30 | $889k | 5.1k | 174.46 |
| 2023-12-31 | $1.0M | 6.2k | 165.24 |
| 2022-06-30 | $2.3M | 16k | 144.96 |
| 2021-06-30 | $653k | 4.0k | 163.13 |
| 2021-03-31 | $541k | 3.6k | 151.54 |
| 2020-12-31 | $488k | 3.6k | 136.69 |
| 2020-09-30 | $439k | 3.7k | 118.01 |
| 2020-06-30 | $425k | 3.8k | 112.64 |
| 2020-03-31 | $374k | 3.8k | 99.13 |
| 2019-12-31 | $521k | 3.8k | 136.49 |
| 2019-09-30 | $315k | 2.5k | 128.21 |
| 2019-06-30 | $215k | 1.7k | 127.45 |
| 2019-03-31 | $208k | 1.7k | 123.30 |
| 2018-09-30 | $214k | 1.7k | 126.85 |
| 2018-06-30 | $604k | 5.0k | 121.41 |
| 2018-03-31 | $597k | 5.0k | 120.00 |
| 2017-12-31 | $987k | 7.9k | 124.35 |
More positions owned by Lake Street Advisors Group
View all positions for Lake Street Advisors Group
Top funds holding iShares Russell 1000 Value Index
View all funds holding iShares Russell 1000 Value Index