iShares S&P 500 Growth Index shares owned by Legacy Private Trust
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Legacy Private Trust
from 13F filings
Historical chart of Legacy Private Trust investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Legacy Private Trust 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 Private Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $252k | 2.1k | 120.72 |
| 2025-06-30 | $230k | 2.1k | 110.10 |
| 2024-12-31 | $212k | 2.1k | 101.53 |
| 2022-03-31 | $210k | 2.7k | 76.42 |
| 2021-12-31 | $217k | 2.6k | 83.85 |
| 2012-09-30 | $265k | 3.4k | 77.94 |
| 2012-06-30 | $245k | 3.3k | 73.71 |
| 2012-03-31 | $335k | 4.4k | 75.43 |
| 2011-12-31 | $192k | 2.9k | 67.37 |