iShares S&P 500 Growth Index shares owned by Legacy Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Legacy Financial Group
from 13F filings
Historical chart of Legacy Financial Group investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Legacy Financial Group 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 Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $17M | 151k | 110.10 |
| 2025-03-31 | $15M | 159k | 92.83 |
| 2024-12-31 | $16B | 158k | 101530.22 |
| 2024-09-30 | $16M | 166k | 95.75 |
| 2024-06-30 | $15M | 165k | 92.54 |
| 2024-03-31 | $8.8M | 104k | 84.44 |
| 2023-09-30 | $2.7B | 39k | 68420.14 |
| 2021-12-31 | $1.3M | 16k | 80.94 |