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Ishares Tr shares owned by Legacy Trust

Quarter-by-quarter ownership of Ishares Tr (IBHI) shares owned by Legacy Trust from 13F filings

Historical chart of Legacy Trust investment in Ishares Tr

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All positions including Ishares Tr held by Legacy Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Legacy Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $270k 11k 23.85
2025-06-30 $251k 11k 23.69
2025-03-31 $234k 10k 23.22