iShares Russell 1000 Value Index shares owned by Legacy Wealth Planning
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Legacy Wealth Planning
from 13F filings
Historical chart of Legacy Wealth Planning investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Legacy Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-09-30 | $705k | 5.2k | 136.05 |
| 2022-06-30 | $896k | 6.2k | 145.03 |
| 2022-03-31 | $1.0M | 6.2k | 165.91 |
| 2021-12-31 | $1.0M | 6.1k | 167.94 |
| 2021-09-30 | $1.0M | 849 | 1213.19 |
| 2021-06-30 | $1.1M | 6.8k | 158.60 |
| 2021-03-31 | $1.0M | 6.9k | 151.56 |
| 2020-12-31 | $1.1M | 8.0k | 136.70 |
| 2020-09-30 | $951k | 8.0k | 118.18 |
| 2020-06-30 | $1.0M | 9.2k | 112.67 |
| 2020-03-31 | $951k | 9.6k | 99.22 |
| 2019-12-31 | $1.4M | 10k | 136.53 |
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