iShares Russell 1000 Value Index shares owned by Lodestar Private Asset Management
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Lodestar Private Asset Management
from 13F filings
Historical chart of Lodestar Private Asset Management 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 Lodestar Private Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 1000 Value Index by Lodestar Private Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $511k | 2.5k | 203.55 |
| 2025-06-30 | $456k | 2.3k | 194.23 |
| 2025-03-31 | $460k | 2.4k | 188.12 |
| 2024-12-31 | $451k | 2.4k | 185.15 |
| 2024-09-30 | $417k | 2.2k | 189.80 |
| 2024-06-30 | $382k | 2.2k | 174.47 |
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