iShares Russell 2000 Value Index shares owned by Legacy Trust
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Legacy Trust
from 13F filings
Historical chart of Legacy Trust 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 Trust consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 2000 Value Index by Legacy Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $299k | 1.7k | 176.81 |
| 2025-06-30 | $277k | 1.8k | 157.76 |
| 2025-03-31 | $554k | 3.7k | 150.98 |
| 2024-12-31 | $564k | 3.4k | 164.17 |
| 2024-09-30 | $652k | 3.9k | 166.82 |
| 2024-06-30 | $597k | 3.9k | 152.30 |
| 2024-03-31 | $622k | 3.9k | 158.81 |
| 2023-12-31 | $593k | 3.8k | 155.33 |
| 2023-09-30 | $649k | 4.8k | 135.55 |
| 2023-06-30 | $674k | 4.8k | 140.80 |
| 2023-03-31 | $676k | 4.9k | 137.02 |
| 2022-12-31 | $654k | 4.7k | 138.67 |
Top funds holding iShares Russell 2000 Value Index
View all funds holding iShares Russell 2000 Value Index