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iShares Russell 3000 Value Index shares owned by Legacy Financial Group

Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Legacy Financial Group from 13F filings

Historical chart of Legacy Financial Group investment in iShares Russell 3000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Value Index held by Legacy Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 3000 Value Index by Legacy Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.9M 76k 90.44
2023-09-30 $1.2B 16k 74620.70
2023-06-30 $2.0M 25k 78.26
2023-03-31 $1.3M 18k 73.78
2022-12-31 $1.8M 25k 70.63

More positions owned by Legacy Financial Group

Ishares Tr Core S&p Us Gwt (IUSG)
Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Total Usd (IUSB)
Wisdomtree Tr Em Ex St-owned (XSOE)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)
Ishares Tr Cre U S Reit Etf (USRT)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)

View all positions for Legacy Financial Group

Top funds holding iShares Russell 3000 Value Index

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Wells Fargo & Company
William Blair $ Company
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Royal Bank of Canada
CWM
Benjamin F. Edwards & Company
Raymond James Financial Services Advisors

View all funds holding iShares Russell 3000 Value Index