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iShares Russell 1000 Value Index shares owned by LPF Advisors

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

Historical chart of LPF 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 LPF 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 LPF Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $240k 1.3k 189.80
2024-06-30 $220k 1.3k 174.47
2024-03-31 $226k 1.3k 179.11

More positions owned by LPF Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)

View all positions for LPF 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