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iShares Russell 1000 Value Index shares owned by LM Advisors

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

Historical chart of LM 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 LM 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 LM Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $599k 2.9k 203.67
2025-06-30 $571k 2.9k 194.15
2025-03-31 $610k 3.2k 188.21
2024-12-31 $466k 2.5k 185.29
2024-09-30 $477k 2.5k 189.66
2024-03-31 $450k 2.5k 178.93
2023-12-31 $333k 2.0k 165.25

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Invesco Exch Trd Slf Idx Fd Rusl 1000 Dynm Etf (OMFL)
Alphabet Inc Cap Stk Cl C Cl C (GOOG)
Apple (AAPL)
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Berkshire Hathaway Inc Del Cl B Cl B (BRK.B)
Microsoft Corporation (MSFT)
Spdr Dow Jones Indl Average Ut Ser 1 Etf (DIA)
Meta Platforms Inc Cl A Cl A (META)
Alphabet Inc Cap Stk Cl A Cl A (GOOGL)
Vanguard Index Fds Total Stk Mkt Etf (VTI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt Etf (RSP)

View all positions for LM Advisors

Top funds holding iShares Russell 1000 Value Index

Goldman Sachs Group
FMR
Jpmorgan Chase & Co
Financial Engines Advisors L.L.C
UBS Group
Envestnet Asset Management
Baird Financial
Raymond James Financial
Elliott Investment Management
Wells Fargo & Company
Northern Trust
LPL Financial
Prudential Financial
M^T Bank Corporation
Pnc Financial Services

View all funds holding iShares Russell 1000 Value Index