iShares Russell 1000 Value Index shares owned by Lowery Thomas
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Lowery Thomas
from 13F filings
Historical chart of Lowery Thomas investment in iShares Russell 1000 Value Index
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All positions including iShares Russell 1000 Value Index held by Lowery Thomas consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 1000 Value Index by Lowery Thomas
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $803k | 4.2k | 189.81 |
2024-06-30 | $734k | 4.2k | 174.45 |
2024-03-31 | $773k | 4.3k | 179.10 |
2023-09-30 | $689k | 4.5k | 151.81 |
2023-06-30 | $344k | 2.2k | 157.86 |
2023-03-31 | $331k | 2.2k | 152.24 |
2022-12-31 | $340k | 2.2k | 151.63 |
2022-09-30 | $501k | 3.7k | 136.03 |
2022-06-30 | $534k | 3.7k | 144.99 |
2022-03-31 | $498k | 3.0k | 166.00 |
2021-12-31 | $502k | 3.0k | 168.06 |
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