iShares Russell 3000 Index shares owned by Legacy Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Legacy Advisors
from 13F filings
Historical chart of Legacy Advisors investment in iShares Russell 3000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 3000 Index held by Legacy Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 3000 Index by Legacy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $266k | 703 | 378.70 |
| 2025-03-31 | $223k | 701 | 317.76 |
| 2024-12-31 | $234k | 701 | 334.07 |
| 2024-09-30 | $229k | 700 | 326.66 |
| 2024-06-30 | $216k | 699 | 308.69 |
| 2019-06-30 | $58k | 339 | 171.09 |
| 2019-03-31 | $56k | 338 | 165.68 |
| 2018-09-30 | $58k | 334 | 173.65 |
| 2018-06-30 | $54k | 334 | 161.68 |
| 2018-03-31 | $52k | 334 | 155.69 |
| 2017-12-31 | $16k | 107 | 149.53 |