iShares Russell 3000 Index shares owned by Legacy Trust
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Legacy Trust
from 13F filings
Historical chart of Legacy Trust 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 Trust 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 Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.9M | 21k | 326.73 |
| 2024-06-30 | $6.6M | 21k | 308.67 |
| 2024-03-31 | $6.4M | 21k | 300.08 |
| 2023-12-31 | $6.2M | 23k | 273.74 |
| 2023-09-30 | $5.4M | 22k | 245.06 |
| 2023-06-30 | $5.7M | 23k | 254.48 |
| 2023-03-31 | $5.5M | 24k | 235.41 |
| 2022-12-31 | $5.1M | 23k | 220.68 |