iShares Russell 1000 Value Index shares owned by Lakewood Asset Management
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Lakewood Asset Management
from 13F filings
Historical chart of Lakewood Asset Management investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Lakewood Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $878k | 4.6k | 189.80 |
| 2024-06-30 | $809k | 4.6k | 174.45 |
| 2024-03-31 | $842k | 4.7k | 179.10 |
| 2023-12-31 | $788k | 4.8k | 165.24 |
| 2023-09-30 | $1.2M | 7.8k | 151.81 |
| 2023-06-30 | $1.2M | 7.8k | 157.82 |
| 2023-03-31 | $1.2M | 7.8k | 152.27 |
| 2022-12-31 | $1.2M | 7.8k | 151.64 |
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