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iShares Russell 1000 Value Index shares owned by New Legacy Group

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

Historical chart of New Legacy Group 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 New Legacy Group 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 New Legacy Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.6M 11k 151.82
2023-06-30 $1.7M 11k 157.83
2023-03-31 $1.6M 11k 152.26
2022-12-31 $1.6M 11k 151.65
2022-09-30 $1.4M 11k 135.97
2022-06-30 $1.5M 11k 144.99
2022-03-31 $1.8M 11k 165.96
2021-12-31 $1.8M 11k 167.94

More positions owned by New Legacy Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Meta Platforms Cl A (META)
Uber Technologies (UBER)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Rus 1000 Val Etf (IWD)
Spdr Gold Tr Gold Shs (GLD)
Global X Fds Glb X Mlp Enrg I (MLPX)
Apple (AAPL)
Ishares Tr Intrm Gov Cr Etf (GVI)
Ishares Tr Rus 2000 Val Etf (IWN)
Wisdomtree Tr Europe Hedged Eq (HEDJ)
Wisdomtree Tr Us High Dividend (DHS)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Eafe Etf (EFA)

View all positions for New Legacy Group

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
Financial Engines Advisors L.L.C
Jpmorgan Chase & Co
Envestnet Asset Management
Jones Financial Companies, L.L
Wells Fargo & Company
Northern Trust
Raymond James & Associates
M^T Bank Corporation
LPL Financial
Pnc Financial Services
Synovus Financial Corp.
BlackRock

View all funds holding iShares Russell 1000 Value Index