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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

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

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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
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

More positions owned by Legacy Capital Group California

Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Microsoft Corporation (MSFT)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Spdr Ser Tr Bloomberg Invt (FLRN)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FAPR)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Fs Kkr Capital Corp (FSK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Eafe Etf (EFA)
Merck & Co (MRK)

View all positions for Legacy Capital Group California

Top funds holding iShares Russell 2000 Value Index

Bank of America Corporation
Tiaa Trust, National Association
Starboard Value
Goldman Sachs Group
Florida State Board of Administration
Commonwealth Equity Services
Pnc Financial Services
Wells Fargo & Company
UBS Group
D.A. Davidson & Co.
Betterment
Alaska Permanent Fund Corp
M^T Bank Corporation
Us Bancorp
Jpmorgan Chase & Co

View all funds holding iShares Russell 2000 Value Index