Ishares Tr rus200 val idx shares owned by Legacy Advisory Services
Quarter-by-quarter ownership of Ishares Tr rus200 val idx (IWX) shares owned by Legacy Advisory Services
from 13F filings
Historical chart of Legacy Advisory Services investment in Ishares Tr rus200 val idx
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Quarterly reported holdings in Ishares Tr rus200 val idx by Legacy Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.9M | 68k | 87.88 |
| 2025-06-30 | $5.7M | 67k | 84.19 |
| 2025-03-31 | $5.7M | 69k | 82.18 |
| 2024-12-31 | $5.3M | 68k | 79.03 |
| 2024-09-30 | $5.5M | 68k | 81.27 |
| 2024-06-30 | $4.9M | 66k | 74.82 |
| 2024-03-31 | $5.1M | 67k | 76.32 |
| 2023-12-31 | $5.7M | 81k | 70.17 |