iShares Russell 1000 Value Index shares owned by Legacy Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Legacy Advisors
from 13F filings
Historical chart of Legacy Advisors investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Legacy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $791k | 4.2k | 189.80 |
| 2024-06-30 | $741k | 4.2k | 174.47 |
| 2024-03-31 | $761k | 4.2k | 179.11 |
| 2023-12-31 | $661k | 4.0k | 165.25 |
| 2023-09-30 | $591k | 3.9k | 152.81 |
| 2023-06-30 | $1.4M | 8.6k | 157.83 |
| 2023-03-31 | $469k | 3.1k | 152.26 |
| 2022-12-31 | $334k | 2.2k | 151.65 |
| 2022-09-30 | $439k | 3.2k | 136.04 |
| 2022-06-30 | $468k | 3.2k | 145.03 |
| 2022-03-31 | $536k | 3.2k | 165.84 |
| 2021-12-31 | $542k | 3.2k | 167.96 |
| 2021-09-30 | $344k | 2.2k | 156.36 |
| 2021-06-30 | $349k | 2.2k | 158.64 |
| 2021-03-31 | $333k | 2.2k | 151.36 |
| 2020-12-31 | $301k | 2.2k | 136.82 |
| 2020-09-30 | $278k | 2.4k | 118.05 |
| 2020-06-30 | $265k | 2.4k | 112.53 |
| 2020-03-31 | $234k | 2.4k | 99.36 |
| 2019-12-31 | $1.5M | 11k | 136.52 |
| 2019-09-30 | $1.4M | 11k | 128.24 |
| 2019-06-30 | $1.4M | 11k | 127.22 |
| 2019-03-31 | $1.3M | 11k | 123.50 |
| 2018-12-31 | $1.2M | 11k | 111.04 |
| 2018-09-30 | $1.4M | 11k | 127.41 |
| 2018-06-30 | $1.3M | 11k | 121.41 |
| 2018-03-31 | $1.3M | 11k | 120.71 |
| 2017-12-31 | $1.9M | 15k | 124.29 |
| 2017-09-30 | $274k | 2.4k | 116.35 |
| 2017-06-30 | $274k | 2.4k | 116.35 |
| 2017-03-31 | $270k | 2.4k | 114.65 |
| 2016-12-31 | $263k | 2.4k | 111.68 |
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