iShares Russell 3000 Value Index shares owned by Legacy Financial Strategies
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Legacy Financial Strategies
from 13F filings
Historical chart of Legacy Financial Strategies investment in iShares Russell 3000 Value Index
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Quarterly reported holdings in iShares Russell 3000 Value Index by Legacy Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.0M | 21k | 95.49 |
| 2024-06-30 | $1.8M | 21k | 87.81 |
| 2024-03-31 | $1.9M | 21k | 90.44 |
| 2023-12-31 | $1.7M | 21k | 84.33 |
| 2023-09-30 | $1.6M | 21k | 75.96 |
| 2023-06-30 | $1.6M | 21k | 78.26 |
| 2023-03-31 | $1.5M | 21k | 73.78 |
| 2022-12-31 | $1.5M | 21k | 70.63 |
| 2022-09-30 | $1.3M | 21k | 62.60 |
| 2022-06-30 | $1.4M | 21k | 66.90 |
| 2022-03-31 | $1.6M | 21k | 75.89 |
| 2021-12-31 | $1.6M | 21k | 76.33 |
| 2021-09-30 | $1.5M | 21k | 70.90 |
| 2021-06-30 | $1.5M | 20k | 71.96 |
| 2021-03-31 | $1.4M | 21k | 68.89 |
| 2020-12-31 | $1.3M | 21k | 62.18 |
| 2020-09-30 | $1.2M | 22k | 54.30 |
| 2020-06-30 | $2.1M | 40k | 52.24 |
| 2020-03-31 | $1.8M | 39k | 46.18 |
| 2019-12-31 | $1.1M | 18k | 63.04 |
| 2019-09-30 | $896k | 15k | 59.49 |
| 2019-06-30 | $832k | 15k | 57.42 |
| 2019-03-31 | $774k | 14k | 54.82 |
| 2018-12-31 | $632k | 13k | 49.05 |
| 2018-09-30 | $470k | 8.7k | 54.14 |
| 2018-06-30 | $342k | 6.4k | 53.71 |
| 2018-03-31 | $301k | 5.7k | 53.20 |
| 2017-12-31 | $385k | 7.0k | 55.38 |
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