iShares Russell 1000 Index shares owned by Legacy Private Trust
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Legacy Private Trust
from 13F filings
Historical chart of Legacy Private Trust investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Legacy Private Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.1M | 3.5k | 322.16 |
| 2024-09-30 | $1.1M | 3.5k | 314.39 |
| 2024-06-30 | $1.1M | 3.5k | 297.54 |
| 2024-03-31 | $1.0M | 3.5k | 288.03 |
| 2023-12-31 | $875k | 3.3k | 262.26 |
| 2023-09-30 | $784k | 3.3k | 234.91 |
| 2023-06-30 | $813k | 3.3k | 243.74 |
| 2023-03-31 | $751k | 3.3k | 225.23 |
| 2022-12-31 | $702k | 3.3k | 210.43 |
| 2022-09-30 | $658k | 3.3k | 197.24 |
| 2022-06-30 | $693k | 3.3k | 207.73 |
| 2022-03-31 | $834k | 3.3k | 250.00 |
| 2021-12-31 | $882k | 3.3k | 264.39 |
| 2021-09-30 | $806k | 3.3k | 241.61 |
| 2021-06-30 | $808k | 3.3k | 242.21 |
| 2021-03-31 | $747k | 3.3k | 223.92 |
| 2020-12-31 | $707k | 3.3k | 211.93 |
| 2020-09-30 | $518k | 2.8k | 187.07 |
| 2020-06-30 | $546k | 3.2k | 171.75 |
| 2020-03-31 | $450k | 3.2k | 141.55 |
| 2019-12-31 | $570k | 3.2k | 178.40 |
| 2019-09-30 | $552k | 3.4k | 164.63 |
| 2019-06-30 | $546k | 3.4k | 162.84 |
| 2019-03-31 | $527k | 3.4k | 157.17 |
| 2018-12-31 | $417k | 3.0k | 138.63 |
| 2018-09-30 | $423k | 2.6k | 161.70 |
| 2018-06-30 | $398k | 2.6k | 152.14 |
| 2018-03-31 | $384k | 2.6k | 146.79 |
| 2017-12-31 | $407k | 2.7k | 148.49 |
| 2017-09-30 | $383k | 2.7k | 139.73 |
| 2017-06-30 | $371k | 2.7k | 135.35 |
| 2017-03-31 | $360k | 2.7k | 131.34 |