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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
2024-09-30 $477k 2.5k 189.66
2024-03-31 $450k 2.5k 178.93
2023-12-31 $333k 2.0k 165.25

More positions owned by LM Advisors

Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Etf (VOO)
Spdr S&p 500 Etf Tr Tr Unit Etf (SPY)
Invesco Exch Trd Slf Idx Fd Rusl 1000 Dynm Etf (OMFL)
Apple (AAPL)
Alphabet Inc Cap Stk Cl C Cl C (GOOG)
Vanguard Specialized Funds Div App Etf Etf (VIG)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 Etf (QQQ)
Vanguard Index Fds Total Stk Mkt Etf (VTI)
Alphabet Inc Cap Stk Cl A Cl A (GOOGL)
Meta Platforms Inc Cl A Cl A (META)
Berkshire Hathaway Inc Del Cl A Cl A (BRK.A)
Vanguard World Fd Health Car Etf Etf (VHT)
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

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
Financial Engines Advisors L.L.C
Jpmorgan Chase & Co
Envestnet Asset Management
Jones Financial Companies, L.L
Wells Fargo & Company
Northern Trust
Raymond James & Associates
M^T Bank Corporation
LPL Financial
Pnc Financial Services
Synovus Financial Corp.
BlackRock

View all funds holding iShares Russell 1000 Value Index