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Tanglewood Legacy Advisors »

iShares Russell 3000 Value Index shares owned by Tanglewood Legacy Advisors

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

Historical chart of Tanglewood Legacy Advisors 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 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 Value Index by Tanglewood Legacy Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$49M	537k	90.44
2023-12-31	$44M	517k	84.33
2023-09-30	$37M	497k	74.62
2023-06-30	$39M	497k	78.26
2023-03-31	$37M	495k	73.78
2022-12-31	$35M	492k	70.63

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

Top funds holding iShares Russell 3000 Value Index

Bank of America Corporation

Commonwealth Equity Services

Wells Fargo & Company

William Blair $ Company

Goldman Sachs Group

Modera Wealth Management

Royal Bank of Canada

CWM

Benjamin F. Edwards & Company

Raymond James Financial Services Advisors

View all funds holding iShares Russell 3000 Value Index

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