iShares Russell 1000 Index shares owned by Legacy Wealth Management
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Legacy Wealth Management
from 13F filings
Historical chart of Legacy Wealth Management investment in iShares Russell 1000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Index held by Legacy Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 1000 Index by Legacy Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $251M | 778k | 322.16 |
2024-09-30 | $246M | 782k | 314.39 |
2024-06-30 | $234M | 787k | 297.54 |
2024-03-31 | $227M | 789k | 288.03 |
2023-12-31 | $209M | 797k | 262.26 |
2023-09-30 | $189M | 803k | 234.91 |
2023-06-30 | $198M | 810k | 243.74 |
2023-03-31 | $184M | 815k | 225.23 |
2022-12-31 | $173M | 823k | 210.52 |
2022-09-30 | $165M | 835k | 197.33 |
2022-06-30 | $175M | 845k | 207.76 |
2022-03-31 | $213M | 854k | 250.07 |
2021-12-31 | $234M | 883k | 264.43 |
2021-09-30 | $218M | 903k | 241.71 |
2021-06-30 | $223M | 922k | 242.08 |
2021-03-31 | $212M | 949k | 223.83 |
2020-12-31 | $220M | 1.0M | 211.84 |
2020-09-30 | $199M | 1.1M | 187.15 |
2020-06-30 | $184M | 1.1M | 171.68 |
2020-03-31 | $159M | 1.1M | 141.53 |
2019-12-31 | $203M | 1.1M | 178.42 |
2019-09-30 | $191M | 1.2M | 164.54 |
2019-06-30 | $191M | 1.2M | 162.79 |
2019-03-31 | $187M | 1.2M | 157.31 |
2018-12-31 | $171M | 1.2M | 138.69 |
2018-09-30 | $214M | 1.3M | 161.71 |
2018-06-30 | $209M | 1.4M | 151.98 |
2018-03-31 | $212M | 1.4M | 146.86 |
2017-12-31 | $267M | 1.8M | 148.61 |
2017-09-30 | $255M | 1.8M | 139.88 |
2017-06-30 | $246M | 1.8M | 135.27 |
2017-03-31 | $236M | 1.8M | 131.25 |
2016-12-31 | $223M | 1.8M | 124.46 |
2016-09-30 | $218M | 1.8M | 120.46 |
2016-06-30 | $219M | 1.9M | 116.89 |
2016-03-31 | $216M | 1.9M | 114.07 |
2015-12-31 | $210M | 1.8M | 113.31 |
2015-09-30 | $163M | 1.5M | 107.05 |
2015-06-30 | $177M | 1.5M | 116.04 |
2015-03-31 | $178M | 1.5M | 115.85 |
2014-12-31 | $193M | 1.7M | 114.63 |
2014-09-30 | $146M | 1.3M | 109.87 |
2014-06-30 | $148M | 1.3M | 110.11 |
2014-03-31 | $142M | 1.4M | 104.77 |
2013-12-31 | $108M | 1.0M | 103.17 |
2013-09-30 | $100M | 1.1M | 94.17 |
2013-06-30 | $96M | 1.1M | 89.93 |
2013-03-31 | $94M | 1.1M | 87.21 |
2012-12-31 | $82M | 1.0M | 79.15 |
2012-09-30 | $94M | 1.2M | 79.48 |
2012-06-30 | $89M | 1.2M | 75.21 |
2012-03-31 | $92M | 1.2M | 77.96 |
2011-09-30 | $86M | 1.4M | 62.54 |
2011-03-31 | $87M | 1.2M | 73.87 |
2010-12-31 | $73M | 1.0M | 69.86 |