iShares S&P 500 Growth Index shares owned by Legacy Capital Group California
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Legacy Capital Group California
from 13F filings
Historical chart of Legacy Capital Group California investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Legacy Capital Group California 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 Capital Group California
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $762k | 6.2k | 123.26 |
| 2025-09-30 | $713k | 5.9k | 120.72 |
| 2025-06-30 | $363k | 3.3k | 110.10 |
| 2025-03-31 | $473k | 5.1k | 92.83 |
| 2024-12-31 | $358k | 3.5k | 101.53 |
| 2024-09-30 | $310k | 3.2k | 95.75 |
| 2024-06-30 | $538k | 5.8k | 92.54 |
| 2024-03-31 | $267k | 3.2k | 84.44 |
| 2023-12-31 | $235k | 3.1k | 75.10 |
| 2023-09-30 | $212k | 3.1k | 68.42 |
| 2023-06-30 | $216k | 3.1k | 70.48 |
More positions owned by Legacy Capital Group California
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