iShares Russell 1000 Value Index shares owned by LVW Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by LVW Advisors
from 13F filings
Historical chart of LVW 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 LVW Advisors 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 LVW Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $326k | 1.6k | 203.63 |
| 2025-06-30 | $387k | 2.0k | 194.26 |
| 2025-03-31 | $301k | 1.6k | 188.22 |
| 2024-12-31 | $340k | 1.8k | 185.10 |
| 2023-09-30 | $204k | 1.3k | 151.83 |
| 2022-06-30 | $227k | 1.6k | 144.77 |
| 2021-12-31 | $672k | 4.0k | 168.04 |
| 2021-09-30 | $215k | 1.4k | 156.71 |
| 2021-06-30 | $206k | 1.3k | 158.34 |
| 2020-12-31 | $313k | 2.3k | 136.80 |
| 2020-09-30 | $224k | 1.9k | 117.89 |
| 2020-03-31 | $287k | 2.9k | 99.24 |
| 2019-12-31 | $265k | 1.9k | 136.32 |
| 2019-09-30 | $249k | 1.9k | 128.09 |
| 2019-06-30 | $247k | 1.9k | 127.06 |
| 2019-03-31 | $240k | 1.9k | 123.46 |
Top funds holding iShares Russell 1000 Value Index
View all funds holding iShares Russell 1000 Value Index