iShares Russell 2000 Value Index shares owned by Legacy Capital Group California
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Legacy Capital Group California
from 13F filings
Historical chart of Legacy Capital Group California 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 Capital Group California consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 2000 Value Index by Legacy Capital Group California
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $419k | 2.5k | 166.79 |
2024-06-30 | $356k | 2.3k | 152.29 |
2024-03-31 | $335k | 2.1k | 158.83 |
2023-12-31 | $445k | 2.9k | 155.32 |
2023-09-30 | $818k | 6.0k | 135.56 |
2023-06-30 | $848k | 6.0k | 140.81 |
2023-03-31 | $798k | 5.8k | 137.02 |
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