iShares Russell 1000 Growth Index shares owned by Legacy Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Growth Index (IWF) shares owned by Legacy Advisors
from 13F filings
Historical chart of Legacy Advisors investment in iShares Russell 1000 Growth Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Growth Index held by Legacy Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 1000 Growth Index by Legacy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.2M | 18k | 468.41 |
| 2025-03-31 | $4.7M | 13k | 361.09 |
| 2024-12-31 | $5.0M | 12k | 401.58 |
| 2024-09-30 | $4.5M | 12k | 375.38 |
| 2024-06-30 | $4.4M | 12k | 364.51 |
| 2024-03-31 | $3.9M | 12k | 337.05 |
| 2023-12-31 | $3.5M | 12k | 303.17 |
| 2023-09-30 | $3.3M | 12k | 266.50 |
| 2023-06-30 | $5.7M | 21k | 275.18 |
| 2023-03-31 | $2.6M | 11k | 244.33 |
| 2022-12-31 | $2.2M | 10k | 214.24 |
| 2022-09-30 | $2.4M | 11k | 210.43 |
| 2022-06-30 | $2.5M | 11k | 218.66 |
| 2022-03-31 | $3.1M | 11k | 277.59 |
| 2021-12-31 | $2.7M | 8.7k | 305.56 |
| 2021-09-30 | $2.1M | 7.7k | 274.04 |
| 2021-06-30 | $2.1M | 7.7k | 271.46 |
| 2021-03-31 | $1.9M | 7.7k | 243.06 |
| 2020-12-31 | $1.9M | 7.7k | 241.13 |
| 2020-09-30 | $1.7M | 7.7k | 216.86 |
| 2020-06-30 | $2.8M | 15k | 191.93 |
| 2020-03-31 | $2.2M | 15k | 150.68 |
| 2019-12-31 | $2.6M | 15k | 175.91 |
| 2019-09-30 | $2.3M | 15k | 159.60 |
| 2019-06-30 | $2.3M | 15k | 157.36 |
| 2019-03-31 | $2.2M | 15k | 151.36 |
| 2018-12-31 | $1.9M | 15k | 130.91 |
| 2018-09-30 | $2.3M | 15k | 156.41 |
| 2018-06-30 | $2.1M | 15k | 143.79 |
| 2018-03-31 | $2.0M | 15k | 136.77 |
| 2017-12-31 | $2.3M | 17k | 134.63 |
| 2017-09-30 | $511k | 4.3k | 118.89 |
| 2017-06-30 | $511k | 4.3k | 118.89 |
| 2017-03-31 | $489k | 4.3k | 113.77 |
| 2016-12-31 | $450k | 4.3k | 104.70 |
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