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iShares Russell 1000 Value Index shares owned by Lavaca Capital

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

Historical chart of Lavaca Capital 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 Lavaca Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Value Index by Lavaca Capital

Quarter filed Position value Share count Share price at filing
2026-06-30 $95k 393 242.43

More positions owned by Lavaca Capital

Coreweave Com Cl A (CRWV)
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SYSCO Corporation (SYY)
Kkr & Co (KKR)
Merck & Co (MRK)
Exxon Mobil Corporation (XOM)
Targa Res Corp (TRGP)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Netflix (NFLX)
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View all positions for Lavaca Capital

Top funds holding iShares Russell 1000 Value Index

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

View all funds holding iShares Russell 1000 Value Index