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iShares Russell 1000 Value Index shares owned by LBJ Family Wealth Advisors

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by LBJ Family Wealth Advisors from 13F filings

Historical chart of LBJ Family Wealth Advisors 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 LBJ Family Wealth Advisors 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 LBJ Family Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $28M 170k 165.25
2023-09-30 $26M 172k 151.82
2023-06-30 $28M 174k 157.83
2023-03-31 $29M 188k 152.26
2022-12-31 $29M 188k 151.65
2022-09-30 $26M 125k 210.40
2022-06-30 $28M 194k 144.97
2022-03-31 $32M 195k 165.39
2021-12-31 $33M 199k 167.93
2021-09-30 $31M 194k 161.30
2021-06-30 $31M 194k 158.62
2021-03-31 $30M 199k 151.55
2020-12-31 $27M 198k 136.73
2020-09-30 $23M 198k 118.13
2020-06-30 $22M 197k 112.62
2020-03-31 $19M 196k 99.18
2019-12-31 $28M 204k 135.82
2019-09-30 $26M 203k 128.26
2019-06-30 $27M 211k 128.11
2019-03-31 $26M 209k 123.49
2018-12-31 $23M 209k 111.05
2018-09-30 $26M 203k 126.62
2018-06-30 $25M 203k 121.38
2018-03-31 $24M 203k 119.96
2017-12-31 $25M 201k 124.34
2017-09-30 $24M 200k 118.51
2017-06-30 $22M 192k 116.43
2017-03-31 $22M 193k 114.94
2016-12-31 $22M 194k 112.03
2016-09-30 $20M 194k 105.62
2016-06-30 $19M 184k 103.23
2016-03-31 $18M 184k 98.81
2015-12-31 $15M 153k 96.91
2015-09-30 $14M 151k 93.28
2015-06-30 $15M 143k 103.15
2015-03-31 $15M 143k 104.24
2014-12-31 $15M 147k 104.40
2013-12-31 $13M 134k 94.03