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iShares Russell 1000 Value Index shares owned by Legend Capital Advisors

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

Historical chart of Legend Capital 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 Legend Capital 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 Legend Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $49k 231 213.67

More positions owned by Legend Capital Advisors

Snowflake Com Shs (SNOW)
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Alphabet Cap Stk Cl A (GOOGL)
Tesla Motors (TSLA)
Apple (AAPL)
Warner Bros Discovery Com Ser A (WBD)
NVIDIA Corporation (NVDA)
Tmc The Metals Company (TMC)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Advanced Micro Devices (AMD)
Telus Ord (TU)
Microsoft Corporation (MSFT)
Exxon Mobil Corporation (XOM)

View all positions for Legend Capital Advisors

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
FMR
Financial Engines Advisors L.L.C
UBS Group
Envestnet Asset Management
Baird Financial
Raymond James Financial
Wells Fargo & Company
Northern Trust
LPL Financial
Prudential Financial
M^T Bank Corporation
Pnc Financial Services

View all funds holding iShares Russell 1000 Value Index