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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

Apr 2023Jul 2023Oct 2023Jan 2024Apr 2024Jul 2024Oct 2024400k600k800k20003000400050006000
Value ($)Share countHistorical IWN position of Legacy Capital Group … Source: stockzoa.comValue ($)Share count

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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

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Quarterly 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