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iShares Russell 2000 Value Index shares owned by Legacy Advisors

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Legacy Advisors from 13F filings

Historical chart of Legacy Advisors investment in iShares Russell 2000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Value Index held by Legacy Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Value Index by Legacy Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $595k 3.4k 176.81
2023-06-30 $587k 4.2k 140.80
2019-09-30 $202k 1.7k 119.46
2019-06-30 $168k 1.4k 120.78
2019-03-31 $167k 1.4k 119.80
2018-09-30 $186k 1.4k 133.72
2018-06-30 $78k 591 131.98
2018-03-31 $73k 591 123.52

More positions owned by Legacy Advisors

2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)
MasTec (MTZ)
Vertex Cl A (VERX)
Ishares Tr Rus 1000 Etf (IWB)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus Mid Cap Etf (IWR)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Technology (XLK)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Roblox Corp Cl A (RBLX)

View all positions for Legacy Advisors

Top funds holding iShares Russell 2000 Value Index

Tiaa Trust, National Association
Envestnet Asset Management
D.A. Davidson & Co.
Vaughan Nelson Investment Management
Pnc Financial Services
LPL Financial
M^T Bank Corporation
Wells Fargo & Company
UBS Group
Commonwealth Equity Services
Goldman Sachs Group
Betterment
Charles Schwab Investment Management
Bnp Paribas Arbitrage, Snc
Cassaday & Co Wealth Management

View all funds holding iShares Russell 2000 Value Index