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Tanglewood Legacy Advisors »

iShares Russell 1000 Value Index shares owned by Tanglewood Legacy Advisors

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

Historical chart of Tanglewood Legacy 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 Tanglewood Legacy 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 Tanglewood Legacy Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$5.2M	29k	179.11
2023-12-31	$4.8M	29k	165.25
2023-09-30	$4.5M	30k	151.82
2023-06-30	$4.7M	30k	157.83
2023-03-31	$4.5M	30k	152.26
2022-12-31	$4.6M	30k	151.65

More positions owned by Tanglewood Legacy Advisors

Ishares Core MF Closed and MF Open (IUSV)

Ishares S&p MF Closed and MF Open (IUSG)

First Trust MF Closed and MF Open (DMAY)

First Trust MF Closed and MF Open (FMAY)

Ishares Russell MF Closed and MF Open (IWR)

Ishares Russell MF Closed and MF Open (IWF)

Ishares Russell MF Closed and MF Open (IWD)

First Trust MF Closed and MF Open (FAPR)

First Trust MF Closed and MF Open (DAPR)

SPDR S&P MF Closed and MF Open (SPY)

Sm Energy Common Stock (SM)

Ishares Msci MF Closed and MF Open (USMV)

First Trust MF Closed and MF Open (DNOV)

Apple Common Stock (AAPL)

Invesco Qqq MF Closed and MF Open (QQQ)

View all positions for Tanglewood Legacy Advisors

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation

Goldman Sachs Group

Jpmorgan Chase & Co

UBS Group

Wells Fargo & Company

M^T Bank Corporation

Baird Financial

Raymond James & Associates

Pnc Financial Services

Branch Banking & Trust Company

Royal Bank of Canada

Jasper Ridge Partners

Commonwealth Equity Services

GLOBALT Investments LLC / GA

Stifel Financial

View all funds holding iShares Russell 1000 Value Index

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