iShares Russell 1000 Value Index shares owned by LPL Financial
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $855M | 4.2M | 203.59 |
| 2025-06-30 | $809M | 4.2M | 194.23 |
| 2025-03-31 | $743M | 3.9M | 188.16 |
| 2024-12-31 | $689M | 3.7M | 185.13 |
| 2024-09-30 | $625M | 3.3M | 189.80 |
| 2024-06-30 | $571M | 3.3M | 174.47 |
| 2024-03-31 | $571M | 3.2M | 179.11 |
| 2023-09-30 | $407M | 2.7M | 151.82 |
| 2023-06-30 | $410M | 2.6M | 157.83 |
| 2023-03-31 | $393M | 2.6M | 152.26 |
| 2022-12-31 | $400M | 2.6M | 151.65 |
| 2022-09-30 | $342M | 2.5M | 135.99 |
| 2022-06-30 | $388M | 2.7M | 144.97 |
| 2022-03-31 | $435M | 2.6M | 165.98 |
| 2021-12-31 | $354M | 2.1M | 167.93 |
| 2021-09-30 | $308M | 2.0M | 156.51 |
| 2021-06-30 | $273M | 1.7M | 158.62 |
| 2021-03-31 | $255M | 1.7M | 151.55 |
| 2020-12-31 | $223M | 1.6M | 136.73 |
| 2020-09-30 | $185M | 1.6M | 118.13 |
| 2020-06-30 | $171M | 1.5M | 112.62 |
| 2020-03-31 | $159M | 1.6M | 99.18 |
| 2019-12-31 | $234M | 1.7M | 136.48 |
| 2019-09-30 | $209M | 1.6M | 128.26 |
| 2019-06-30 | $204M | 1.6M | 127.22 |
| 2019-03-31 | $199M | 1.6M | 123.49 |
| 2018-12-31 | $204M | 1.8M | 111.05 |
| 2018-09-30 | $201M | 1.6M | 126.62 |
| 2018-06-30 | $188M | 1.5M | 121.38 |
| 2018-03-31 | $180M | 1.5M | 119.96 |
| 2017-12-31 | $179M | 1.4M | 124.34 |
| 2017-09-30 | $160M | 1.3M | 118.51 |
| 2017-06-30 | $164M | 1.4M | 116.43 |
| 2017-03-31 | $3.5M | 31k | 114.76 |
| 2016-12-31 | $2.7M | 24k | 112.39 |
| 2016-09-30 | $7.9M | 75k | 105.44 |
| 2016-06-30 | $13M | 121k | 103.13 |
| 2016-03-31 | $277M | 2.8M | 97.69 |
| 2015-12-31 | $291M | 3.0M | 96.95 |
| 2015-09-30 | $143M | 1.5M | 96.51 |
| 2015-06-30 | $146M | 1.4M | 102.48 |
| 2015-03-31 | $148M | 1.4M | 102.70 |
| 2014-12-31 | $143M | 1.4M | 104.40 |
| 2014-09-30 | $122M | 1.2M | 98.88 |
| 2014-06-30 | $124M | 1.2M | 101.27 |
| 2014-03-31 | $116M | 1.2M | 96.50 |
| 2013-12-31 | $115M | 1.2M | 94.17 |
| 2013-09-30 | $103M | 1.2M | 87.99 |
| 2013-06-30 | $100M | 1.2M | 83.79 |
| 2012-09-30 | $129M | 1.8M | 72.18 |
| 2011-09-30 | $96M | 1.7M | 56.59 |
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