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LRI Investments »

iShares Russell 1000 Value Index shares owned by LRI Investments

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

Historical chart of LRI Investments 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 LRI Investments 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 LRI Investments

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$698k	3.4k	203.58
2025-06-30	$951k	4.9k	194.23
2025-03-31	$1.4M	7.4k	188.17
2024-12-31	$445k	2.4k	185.13
2024-09-30	$1.5M	7.6k	193.82
2024-06-30	$420k	2.4k	174.47
2024-03-31	$431k	2.4k	179.11

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Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)

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Dimensional International Core Equity Market Etf Etf (DFAI)

Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)

Microsoft Corp Stock (MSFT)

Wisdomtree International Equity Fund Etf (DWM)

Meta Platforms Inc Cl A Stock (META)

Assured Guaranty Stock (AGO)

Dimensional Us Marketwide Value Etf Etf (DFUV)

Apple Stock (AAPL)

Dimensional International Value Etf Etf (DFIV)

Trane Technologies Stock (TT)

View all positions for LRI Investments

Top funds holding iShares Russell 1000 Value Index

Financial Engines Advisors L.L.C

UBS Group

Envestnet Asset Management

Baird Financial

Raymond James Financial

Elliott Investment Management

Wells Fargo & Company

View all funds holding iShares Russell 1000 Value Index

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