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iShares Russell 1000 Value Index shares owned by Legacy Financial Advisors

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Legacy Financial Advisors from 13F filings

Historical chart of Legacy Financial Advisors investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Value Index held by Legacy Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Value Index by Legacy Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $275k 1.3k 210.34
2018-06-30 $23k 190 121.05
2018-03-31 $22k 190 115.79
2017-12-31 $23k 190 121.05

More positions owned by Legacy Financial Advisors

Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Franklin International Core Dividend Tilt Index Fund Etf (DIVI)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Apple Stock (AAPL)
Nvidia Corp Stock (NVDA)
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)
Wisdomtree True Emerging Markets Fund Etf (XC)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Wisdomtree U.s. Quality Growth Fund Etf (QGRW)
Microsoft Stock (MSFT)
Natixis Gateway Quality Income Etf Etf (GQI)
Ishares Core Dividend Growth Etf Etf (DGRO)
Procter & Gamble Stock (PG)
Jpmorgan Municipal Etf Etf (JMUB)
Amazon.com Stock (AMZN)

View all positions for Legacy Financial Advisors

Top funds holding iShares Russell 1000 Value Index

Goldman Sachs Group
FMR
Jpmorgan Chase & Co
Financial Engines Advisors L.L.C
Envestnet Asset Management
UBS Group
Wells Fargo & Company
Baird Financial
Raymond James Financial
Northern Trust
LPL Financial
M^T Bank Corporation
Pnc Financial Services
Prudential Financial
Pinnacle Financial Partners

View all funds holding iShares Russell 1000 Value Index