iShares Russell 1000 Value Index shares owned by Legacy Trust
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Legacy Trust
from 13F filings
Historical chart of Legacy Trust investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Legacy Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $956k | 4.7k | 203.59 |
| 2025-06-30 | $912k | 4.7k | 194.23 |
| 2025-03-31 | $883k | 4.7k | 188.16 |
| 2024-12-31 | $869k | 4.7k | 185.13 |
| 2024-09-30 | $891k | 4.7k | 189.80 |
| 2024-06-30 | $819k | 4.7k | 174.47 |
| 2024-03-31 | $841k | 4.7k | 179.11 |
| 2023-12-31 | $776k | 4.7k | 165.25 |
| 2023-09-30 | $713k | 4.7k | 151.82 |
| 2023-06-30 | $741k | 4.7k | 157.83 |
| 2023-03-31 | $718k | 4.7k | 152.26 |
| 2022-12-31 | $719k | 4.7k | 151.65 |
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