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iShares Russell 3000 Growth Index shares owned by Legacy Solutions

Quarter-by-quarter ownership of iShares Russell 3000 Growth Index (IUSG) shares owned by Legacy Solutions from 13F filings

Historical chart of Legacy Solutions investment in iShares Russell 3000 Growth Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 3000 Growth Index by Legacy Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.4M 51k 164.54
2025-06-30 $7.9M 52k 150.40
2025-03-31 $6.5M 51k 127.08
2024-12-31 $7.0M 50k 139.35

More positions owned by Legacy Solutions

Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Admiral Fds Midcp 400 Idx (IVOO)
Spdr Series Trust Portfolio S&p600 (SPSM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Series Trust Portfolio Agrgte (SPAB)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)

View all positions for Legacy Solutions

Top funds holding iShares Russell 3000 Growth Index

Morgan Stanley
LPL Financial
Jones Financial Companies, L.L
Envestnet Asset Management
Ronald Blue Trust
Jpmorgan Chase & Co
Merit Financial Group
Raymond James Financial
UBS Group
Commonwealth Equity Services
Wells Fargo & Company
Royal Bank of Canada
Pnc Financial Services
Kestra Investment Management
Natixis Asset Management Advisors

View all funds holding iShares Russell 3000 Growth Index