iShares Russell 1000 Value Index shares owned by Lau Associates
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Lau Associates
from 13F filings
Historical chart of Lau Associates investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Lau Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2019-12-31 | $546k | 4.0k | 136.50 |
| 2019-09-30 | $5.1M | 4.0k | 1278.25 |
| 2019-06-30 | $509k | 4.0k | 127.25 |
| 2019-03-31 | $494k | 4.0k | 123.50 |
| 2018-12-31 | $636k | 5.7k | 110.99 |
| 2018-09-30 | $726k | 5.7k | 126.70 |
| 2018-06-30 | $696k | 5.7k | 121.47 |
| 2018-03-31 | $687k | 5.7k | 119.90 |
| 2017-12-31 | $712k | 5.7k | 124.26 |
| 2017-09-30 | $679k | 5.7k | 118.50 |
| 2017-06-30 | $667k | 5.7k | 116.40 |
| 2017-03-31 | $659k | 5.7k | 115.01 |
| 2016-12-31 | $642k | 5.7k | 112.04 |
| 2016-09-30 | $605k | 5.7k | 105.58 |
| 2016-06-30 | $592k | 5.7k | 103.32 |
| 2016-03-31 | $665k | 6.7k | 98.81 |
| 2015-12-31 | $659k | 6.7k | 97.92 |
| 2015-09-30 | $628k | 6.7k | 93.31 |
| 2015-06-30 | $694k | 6.7k | 103.12 |
| 2015-03-31 | $694k | 6.7k | 103.12 |
| 2014-12-31 | $703k | 6.7k | 104.46 |
| 2014-09-30 | $674k | 6.7k | 100.15 |
| 2014-06-30 | $682k | 6.7k | 101.34 |
| 2014-03-31 | $649k | 6.7k | 96.43 |
| 2013-12-31 | $634k | 6.7k | 94.21 |
| 2013-09-30 | $580k | 6.7k | 86.18 |
| 2013-06-30 | $564k | 6.7k | 83.80 |
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