iShares S&P 500 Growth Index shares owned by Legacy Advisory Services
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Legacy Advisory Services
from 13F filings
Historical chart of Legacy Advisory Services investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Legacy Advisory Services consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Growth Index by Legacy Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-09-30 | $4.6M | 32k | 142.26 |
| 2024-12-31 | $4.5M | 44k | 101.53 |
| 2024-09-30 | $4.2M | 44k | 95.75 |
| 2024-06-30 | $3.8M | 42k | 92.54 |
| 2024-03-31 | $4.1M | 49k | 84.44 |
| 2023-12-31 | $3.1M | 41k | 75.10 |