iShares Russell 3000 Growth Index shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Growth Index (IUSG) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial Advisors investment in iShares Russell 3000 Growth Index
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Quarterly reported holdings in iShares Russell 3000 Growth Index by Legacy Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $563k | 4.8k | 117.21 |
| 2023-12-31 | $500k | 4.8k | 104.10 |
| 2023-09-30 | $451k | 4.8k | 94.83 |
| 2023-06-30 | $464k | 4.8k | 97.64 |
| 2023-03-31 | $422k | 4.8k | 88.77 |
| 2022-12-31 | $388k | 4.8k | 81.52 |
| 2022-09-30 | $381k | 4.8k | 80.11 |
| 2022-06-30 | $398k | 4.8k | 83.68 |
| 2022-03-31 | $550k | 5.2k | 105.59 |
| 2021-12-31 | $605k | 5.2k | 115.55 |
| 2021-09-30 | $536k | 5.2k | 102.37 |
| 2021-06-30 | $533k | 5.3k | 101.04 |
| 2021-03-31 | $497k | 5.5k | 90.84 |
| 2020-12-31 | $485k | 5.5k | 88.65 |
| 2020-09-30 | $438k | 5.5k | 80.06 |
| 2019-12-31 | $370k | 5.5k | 67.63 |
| 2019-09-30 | $1.0M | 17k | 62.89 |
| 2019-06-30 | $987k | 16k | 62.70 |
| 2019-03-31 | $949k | 16k | 60.29 |
| 2018-12-31 | $830k | 16k | 52.73 |
| 2018-09-30 | $295k | 4.8k | 62.03 |
| 2018-06-30 | $283k | 4.8k | 59.50 |
| 2018-03-31 | $260k | 4.8k | 54.67 |
| 2017-12-31 | $255k | 4.8k | 53.62 |
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