Ownership history in Lindbrook Capital, LLC · 26 quarters on record
This page tracks every 13F SEC filing in which Lindbrook Capital, LLC reported a position in ISHARES RUSSELL 1000 VALUE 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 Q1 | REDUCED | 80,129 | -1,589 | -1.9% | 1.39% | $15.1M | $184.90 |
| 2024 Q4 | REDUCED | 81,718 | -1,802 | -2.2% | 1.36% | $15.1M | $181.15 |
| 2024 Q3 | REDUCED | 83,520 | -9,464 | -10.2% | 1.40% | $15.9M | $184.76 |
| 2024 Q2 | REDUCED | 92,984 | -3,409 | -3.5% | 1.52% | $16.2M | $168.92 |
| 2024 Q1 | REDUCED | 96,393 | -943 | -1.0% | 1.62% | $17.3M | $172.73 |
| 2023 Q4 | REDUCED | 97,336 | -6,195 | -6.0% | 1.61% | $16.1M | $158.67 |
| 2023 Q3 | REDUCED | 103,531 | -285 | -0.3% | 1.76% | $15.7M | $144.92 |
| 2023 Q2 | ADDED | 103,816 | +564 | +0.5% | 1.74% | $16.4M | $149.70 |
| 2023 Q1 | REDUCED | 103,252 | -1,566 | -1.5% | 1.84% | $15.7M | $143.83 |
| 2022 Q4 | REDUCED | 104,818 | -5,173 | -4.7% | 1.96% | $15.9M | $142.50 |
As of 2025 Q4 — sorted by position size