Ownership history in LBJ Family Wealth Advisors, Ltd. · 46 quarters on record
This page tracks every 13F SEC filing in which LBJ Family Wealth Advisors, Ltd. reported a position in ishares Rus 1000 Val ETF (IWD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 160,552 | -3,698 | -2.3% | 18.57% | $33.8M | $210.34 |
| 2025 Q3 | REDUCED | 164,250 | -615 | -0.4% | 18.23% | $33.4M | $202.61 |
| 2025 Q2 | ADDED | 164,865 | +265 | +0.2% | 18.63% | $32.0M | $192.44 |
| 2025 Q1 | REDUCED | 164,600 | -7,119 | -4.1% | 19.77% | $31.0M | $185.60 |
As of 2025 Q4 — sorted by position size