iShares Russell 1000 Value Index shares owned by Legacy Edge Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Legacy Edge Advisors
from 13F filings
Historical chart of Legacy Edge Advisors investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Legacy Edge Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $50M | 207k | 242.43 |
| 2026-03-31 | $47M | 222k | 213.67 |
| 2025-12-31 | $48M | 228k | 210.34 |
| 2025-09-30 | $45M | 219k | 203.59 |
| 2025-06-30 | $39M | 201k | 194.23 |
| 2025-03-31 | $33M | 174k | 188.16 |
| 2024-12-31 | $31M | 168k | 184.65 |
| 2024-09-30 | $25M | 132k | 189.80 |
| 2024-06-30 | $20M | 114k | 174.47 |
| 2024-03-31 | $18M | 102k | 179.11 |
| 2023-12-31 | $15M | 90k | 165.25 |
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