iShares Russell 1000 Value Index shares owned by Mount Lucas Management Corporation
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Mount Lucas Management Corporation
from 13F filings
Historical chart of Mount Lucas Management Corporation investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Mount Lucas Management Corporation
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.6M | 8.7k | 179.11 |
| 2023-12-31 | $495k | 3.0k | 165.25 |
| 2023-09-30 | $2.2M | 14k | 151.82 |
| 2023-06-30 | $2.4M | 15k | 157.83 |
| 2022-12-31 | $7.9M | 52k | 151.65 |
| 2022-09-30 | $2.1M | 15k | 136.02 |
| 2022-06-30 | $2.0M | 14k | 144.96 |
| 2022-03-31 | $854k | 5.1k | 165.99 |
| 2021-12-31 | $411k | 2.5k | 167.76 |
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