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iShares Russell 3000 Growth Index shares owned by Legacy Private Trust

Quarter-by-quarter ownership of iShares Russell 3000 Growth Index (IUSG) shares owned by Legacy Private Trust from 13F filings

Historical chart of Legacy Private Trust investment in iShares Russell 3000 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Growth Index held by Legacy Private Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 3000 Growth Index by Legacy Private Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.3M 19k 117.21
2023-12-31 $2.0M 19k 104.10
2023-09-30 $1.8M 19k 94.83
2023-06-30 $1.9M 19k 97.64
2023-03-31 $1.7M 19k 88.77
2022-12-31 $1.6M 19k 81.50
2022-09-30 $1.5M 19k 80.16
2022-06-30 $1.6M 19k 83.68
2022-03-31 $2.0M 19k 105.65
2021-12-31 $2.2M 19k 115.65
2021-09-30 $2.0M 19k 102.44
2021-06-30 $1.9M 19k 100.98
2021-03-31 $1.8M 20k 90.77
2020-12-31 $1.7M 20k 88.67
2020-09-30 $1.6M 20k 80.00
2020-06-30 $1.4M 20k 71.89
2020-03-31 $1.1M 20k 57.09
2019-12-31 $1.3M 20k 67.65
2019-09-30 $1.2M 20k 62.86
2019-06-30 $1.2M 20k 62.70
2019-03-31 $1.2M 20k 60.31
2018-12-31 $1.0M 20k 52.70
2018-09-30 $1.2M 20k 62.14
2018-06-30 $1.1M 20k 57.19
2018-03-31 $1.1M 20k 54.64
2017-12-31 $1.1M 20k 53.78
2017-09-30 $989k 20k 50.46
2017-06-30 $945k 20k 48.21
2017-03-31 $909k 20k 46.38
2016-12-31 $893k 21k 42.90
2016-09-30 $886k 21k 42.57
2016-06-30 $2.0M 25k 81.68
2016-03-31 $9.8M 121k 81.11
2015-12-31 $7.7M 94k 81.18
2015-09-30 $7.9M 104k 75.95
2015-06-30 $6.1M 76k 81.32

More positions owned by Legacy Private Trust

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Balanced Index Fd I Total Bnd Mrkt (BND)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Legacy Private Trust

Top funds holding iShares Russell 3000 Growth Index

Bank of America Corporation
LPL Financial
Morgan Stanley
Jpmorgan Chase & Co
Envestnet Asset Management
Ronald Blue Trust
Commonwealth Equity Services
UBS Group
Wells Fargo & Company
Facet Wealth
Pnc Financial Services
FMR
Royal Bank of Canada
HighTower Advisors
Raymond James & Associates

View all funds holding iShares Russell 3000 Growth Index