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iShares Russell 2000 Value Index shares owned by Legacy Edge Advisors

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

Historical chart of Legacy Edge 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 Edge 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 Edge Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.8M 9.9k 181.21

More positions owned by Legacy Edge Advisors

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Spdr Series Trust State Street Spd (SPSM)
Ishares Tr Shrt Nat Mun Etf (SUB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)

View all positions for Legacy Edge Advisors

Top funds holding iShares Russell 2000 Value Index

Tiaa Trust, National Association
Envestnet Asset Management
D.A. Davidson & Co.
Pnc Financial Services
Vaughan Nelson Investment Management
M^T Bank Corporation
LPL Financial
Wells Fargo & Company
Commonwealth Equity Services
UBS Group
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