iShares Russell 1000 Index shares owned by Legacy Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Legacy Advisors
from 13F filings
Historical chart of Legacy Advisors investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Legacy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $33M | 90k | 365.48 |
| 2025-06-30 | $90k | 31k | 2.94 |
| 2025-03-31 | $28M | 90k | 306.74 |
| 2024-12-31 | $29M | 91k | 322.16 |
| 2024-09-30 | $28M | 88k | 314.39 |
| 2024-06-30 | $26M | 88k | 297.54 |
| 2024-03-31 | $25M | 88k | 288.03 |
| 2023-12-31 | $23M | 88k | 262.26 |
| 2023-09-30 | $17M | 72k | 235.92 |
| 2023-06-30 | $9.4M | 39k | 243.74 |
| 2023-03-31 | $1.1M | 5.0k | 225.23 |
| 2022-12-31 | $1.1M | 5.3k | 210.52 |
| 2022-09-30 | $534k | 2.7k | 197.49 |
| 2022-06-30 | $2.6M | 12k | 207.80 |
| 2022-03-31 | $3.1M | 12k | 250.08 |
| 2021-12-31 | $3.3M | 12k | 264.42 |
| 2021-09-30 | $3.5M | 14k | 241.68 |
| 2021-06-30 | $3.5M | 14k | 242.09 |
| 2021-03-31 | $3.2M | 14k | 223.85 |
| 2020-12-31 | $3.2M | 15k | 211.87 |
| 2020-09-30 | $2.8M | 15k | 187.17 |
| 2020-06-30 | $2.5M | 14k | 171.70 |
| 2020-03-31 | $2.0M | 14k | 141.51 |
| 2019-12-31 | $2.6M | 14k | 178.42 |
| 2019-09-30 | $2.4M | 15k | 164.55 |
| 2019-06-30 | $2.4M | 15k | 162.80 |
| 2019-03-31 | $2.3M | 15k | 157.34 |
| 2018-12-31 | $2.1M | 15k | 138.71 |
| 2018-09-30 | $2.5M | 15k | 162.41 |
| 2018-06-30 | $1.8M | 12k | 151.99 |
| 2018-03-31 | $1.8M | 12k | 147.65 |
| 2017-12-31 | $1.3M | 8.6k | 148.53 |
| 2017-09-30 | $809k | 6.0k | 135.24 |
| 2017-06-30 | $809k | 6.0k | 135.24 |
| 2017-03-31 | $785k | 6.0k | 131.23 |
| 2016-12-31 | $759k | 6.1k | 124.30 |