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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

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Quarterly reported holdings in iShares Russell 2000 Value Index by Legacy Trust

Quarter filed Position value Share count Share price at filing
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