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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
2024-09-30 $7.8M 82k 95.49
2024-06-30 $6.9M 79k 88.13
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)
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)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Blackrock Etf Trust Ii Flexible Income (BINC)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)

View all positions for Legacy Financial Group

Top funds holding iShares Russell 3000 Value Index

Bank of America Corporation
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Signature
Envestnet Asset Management
Jones Financial Companies, L.L
Aspiriant
Merit Financial Group
Kestra Investment Management
Jpmorgan Chase & Co
BlackRock
Commonwealth Equity Services
BlackRock
Wells Fargo & Company

View all funds holding iShares Russell 3000 Value Index