Legacy Edge Advisors »

iShares Russell 3000 Index shares owned by Legacy Edge Advisors

Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Legacy Edge Advisors from 13F filings

Historical chart of Legacy Edge 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 Edge Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 3000 Index by Legacy Edge Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $213k 499 426.40

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 National Mun Etf (MUB)
Ishares Tr Rus 1000 Grw Etf (IWF)
J P Morgan Exchange Traded F Income Etf (JPIE)
Ishares Tr Ishares Semicdtr (SOXX)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Shrt Nat Mun Etf (SUB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Value Etf (VTV)

View all positions for Legacy Edge Advisors

Top funds holding iShares Russell 3000 Index

SCS Capital Management
BlackRock
Goldman Sachs Group
Morgan Stanley
Northern Trust
Gallagher Fiduciary Advisors
Bank of America Corporation
American Family Investments
UNC Management Company
Pitcairn Wealth Advisors
Jpmorgan Chase & Co
LPL Financial
Colony
Ameriprise Financial
FMR

View all funds holding iShares Russell 3000 Index