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iShares Russell 1000 Value Index shares owned by Lyrical Asset Management

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

Historical chart of Lyrical Asset Management 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 Lyrical Asset Management 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 Lyrical Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 7.0k 189.80
2023-09-30 $7.9M 52k 151.82
2022-12-31 $15M 112k 135.99
2022-09-30 $239k 1.8k 135.87
2022-06-30 $3.1M 21k 144.97
2022-03-31 $413k 2.5k 166.00
2021-12-31 $19M 112k 167.93
2020-12-31 $13M 92k 136.73
2020-03-31 $1.2M 12k 99.19
2019-12-31 $17M 124k 136.48
2019-06-30 $509k 4.0k 127.25
2018-12-31 $122M 1.1M 111.05
2018-09-30 $8.5M 71k 120.09