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iShares Russell 3000 Value Index shares owned by Legacy Solutions

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

Historical chart of Legacy Solutions 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 Solutions 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 Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.4M 74k 99.95
2025-06-30 $6.9M 73k 94.63
2025-03-31 $6.6M 72k 92.29
2024-12-31 $6.5M 70k 92.59

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 Value Index

LPL Financial
Morgan Stanley
Jones Financial Companies, L.L
Envestnet Asset Management
Ronald Blue Trust
Signature
Aspiriant
Kestra Investment Management
Merit Financial Group
Jpmorgan Chase & Co
UBS Group
Raymond James Financial
Royal Bank of Canada
Commonwealth Equity Services
Modera Wealth Management

View all funds holding iShares Russell 3000 Value Index