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Tanglewood Legacy Advisors »

iShares Russell 3000 Growth Index shares owned by Tanglewood Legacy Advisors

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

Historical chart of Tanglewood Legacy Advisors 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 Tanglewood Legacy Advisors 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 Tanglewood Legacy Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$37M	314k	117.21
2023-12-31	$32M	306k	104.10
2023-09-30	$28M	293k	94.83
2023-06-30	$29M	292k	97.64
2023-03-31	$26M	289k	88.77
2022-12-31	$23M	287k	81.52

More positions owned by Tanglewood Legacy Advisors

Ishares Core MF Closed and MF Open (IUSV)

Ishares S&p MF Closed and MF Open (IUSG)

First Trust MF Closed and MF Open (DMAY)

First Trust MF Closed and MF Open (FMAY)

Ishares Russell MF Closed and MF Open (IWR)

Ishares Russell MF Closed and MF Open (IWF)

Ishares Russell MF Closed and MF Open (IWD)

First Trust MF Closed and MF Open (FAPR)

First Trust MF Closed and MF Open (DAPR)

SPDR S&P MF Closed and MF Open (SPY)

Sm Energy Common Stock (SM)

Ishares Msci MF Closed and MF Open (USMV)

First Trust MF Closed and MF Open (DNOV)

Apple Common Stock (AAPL)

Invesco Qqq MF Closed and MF Open (QQQ)

View all positions for Tanglewood Legacy Advisors

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Raymond James & Associates

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Benjamin F. Edwards & Company

Legacy Financial Group

View all funds holding iShares Russell 3000 Growth Index

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