iShares Russell 1000 Index shares owned by Legacy Wealth Management, LLC / MS
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Legacy Wealth Management, LLC / MS
from 13F filings
Historical chart of Legacy Wealth Management, LLC / MS 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, LLC / MS consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 1000 Index by Legacy Wealth Management, LLC / MS
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $418k | 1.3k | 314.39 |
| 2024-06-30 | $396k | 1.3k | 297.54 |
| 2024-03-31 | $484k | 1.7k | 288.03 |
| 2023-12-31 | $661k | 2.5k | 262.26 |
| 2023-09-30 | $654k | 2.8k | 234.91 |
| 2023-06-30 | $774k | 3.2k | 243.74 |
| 2023-03-31 | $715k | 3.2k | 225.23 |
| 2022-12-31 | $742k | 3.5k | 210.52 |
| 2019-12-31 | $232k | 1.3k | 178.42 |
More positions owned by Legacy Wealth Management, LLC / MS
View all positions for Legacy Wealth Management, LLC / MS