iShares Russell 3000 Index shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial Advisors investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Legacy Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $322k | 849 | 378.94 |
| 2025-06-30 | $298k | 849 | 351.00 |
| 2025-03-31 | $270k | 849 | 317.64 |
| 2024-12-31 | $292k | 872 | 334.25 |
| 2024-09-30 | $481k | 1.5k | 326.73 |
| 2024-06-30 | $473k | 1.5k | 308.67 |
| 2024-03-31 | $459k | 1.5k | 300.08 |
| 2023-12-31 | $496k | 1.8k | 273.74 |
| 2023-09-30 | $449k | 1.8k | 245.06 |
| 2023-06-30 | $602k | 2.4k | 254.48 |
| 2023-03-31 | $575k | 2.4k | 235.41 |
| 2022-12-31 | $596k | 2.7k | 220.68 |
| 2022-09-30 | $1.5M | 7.2k | 207.10 |
| 2022-06-30 | $1.6M | 7.2k | 217.40 |
| 2022-03-31 | $887k | 3.4k | 262.43 |
| 2021-12-31 | $889k | 3.2k | 277.55 |
| 2021-09-30 | $850k | 3.3k | 254.80 |
| 2021-06-30 | $963k | 3.8k | 255.84 |
| 2021-03-31 | $932k | 3.9k | 237.21 |
| 2020-12-31 | $900k | 4.0k | 223.60 |
| 2020-09-30 | $800k | 4.1k | 195.60 |
| 2018-12-31 | $0 | 0 | 0.00 |
| 2018-06-30 | $826k | 5.0k | 166.53 |
| 2018-03-31 | $779k | 5.0k | 157.06 |
| 2017-12-31 | $784k | 5.0k | 158.06 |