iShares Russell 1000 Value Index shares owned by Lutz Financial Services
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Lutz Financial Services
from 13F filings
Historical chart of Lutz Financial Services 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 Lutz Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 1000 Value Index by Lutz Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $699k | 3.7k | 189.80 |
| 2024-06-30 | $643k | 3.7k | 174.47 |
| 2024-03-31 | $660k | 3.7k | 179.11 |
| 2023-12-31 | $632k | 3.8k | 165.25 |
| 2023-09-30 | $581k | 3.8k | 151.82 |
| 2023-06-30 | $604k | 3.8k | 157.83 |
| 2023-03-31 | $582k | 3.8k | 152.26 |
| 2022-12-31 | $580k | 3.8k | 151.65 |
| 2022-09-30 | $520k | 3.8k | 135.95 |
| 2022-06-30 | $555k | 3.8k | 145.10 |
| 2022-03-31 | $635k | 3.8k | 166.01 |
| 2021-12-31 | $642k | 3.8k | 167.84 |
| 2021-09-30 | $599k | 3.8k | 156.60 |
| 2021-06-30 | $607k | 3.8k | 158.69 |
| 2021-03-31 | $530k | 3.5k | 151.56 |
| 2020-12-31 | $478k | 3.5k | 136.69 |
| 2020-09-30 | $413k | 3.5k | 118.10 |
| 2020-06-30 | $394k | 3.5k | 112.67 |
| 2020-03-31 | $347k | 3.5k | 99.23 |
| 2019-12-31 | $458k | 3.4k | 136.43 |
| 2019-09-30 | $431k | 3.4k | 128.39 |
| 2019-06-30 | $427k | 3.4k | 127.20 |
| 2019-03-31 | $420k | 3.4k | 123.60 |
| 2018-12-31 | $381k | 3.4k | 111.11 |
| 2018-09-30 | $430k | 3.4k | 126.55 |
| 2018-06-30 | $412k | 3.4k | 121.25 |
| 2018-03-31 | $408k | 3.4k | 120.07 |
| 2017-12-31 | $423k | 3.4k | 124.48 |
Top funds holding iShares Russell 1000 Value Index
View all funds holding iShares Russell 1000 Value Index