Legacy Financial Group »

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

Tip: Access up to 7 years of quarterly data

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
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

More positions owned by Legacy Financial Group

Ishares Tr Core S&p Us Gwt (IUSG)
Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Total Usd (IUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Blackrock Etf Trust Ii Flexible Income (BINC)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)

View all positions for Legacy Financial Group

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