iShares Trust - iShares Russell 1000 Value ETF
US ˙ ARCA ˙ US4642875987

SecurityIWD / iShares Trust - iShares Russell 1000 Value ETF
InstitutionLegacy Advisors, LLC
Latest Disclosed Ownership7,257 shares
Latest Disclosed Value $ 1,550,526
Legacy Advisors, LLC ownership in IWD / iShares Trust - iShares Russell 1000 Value ETF

On May 5, 2026 - Legacy Advisors, LLC filed a 13F-HR form disclosing ownership of 7,257 shares of iShares Trust - iShares Russell 1000 Value ETF (US:IWD) valued at $1,550,603 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 7,257 shares of iShares Trust - iShares Russell 1000 Value ETF. This represents a change in shares of 0.00% during the quarter. The current value of the position is $1,736,600 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-05 2026-03-31 13F ISHARES TR RUS 1000 VAL ETF 464287598 7,257 0 0.00 1,551 1.57 0.1828
2026-01-27 2025-12-31 13F ISHARES TR RUS 1000 VAL ETF 464287598 7,257 -707 -8.88 1,526 -5.86 0.1640
2025-11-13 2025-09-30 13F ISHARES TR RUS 1000 VAL ETF 464287598 7,964 7,964 1,621 0.2002
2025-08-07 2025-06-30 13F ISHARES TR RUS 1000 VAL ETF 464287598 0 -5,168 -100.00 0 -100.00
2025-04-23 2025-03-31 13F ISHARES TR RUS 1000 VAL ETF 464287598 5,168 1,000 23.99 972 26.07 0.1001
2025-02-14 2024-12-31 13F ISHARES TR RUS 1000 VAL ETF 464287598 4,168 0 0.00 772 -2.53 0.0749
2024-11-13 2024-09-30 13F ISHARES TR RUS 1000 VAL ETF 464287598 4,168 -80 -1.88 791 6.75 0.0857
2024-07-30 2024-06-30 13F ISHARES TR RUS 1000 VAL ETF 464287598 4,248 0 0.00 741 -2.50 0.0901
2024-04-30 2024-03-31 13F ISHARES TR RUS 1000 VAL ETF 464287598 4,248 250 6.25 761 15.15 0.0961
2024-02-12 2023-12-31 13F ISHARES TR RUS 1000 VAL ETF 464287598 3,998 128 3.31 661 11.68 0.0851
2023-11-14 2023-09-30 13F ISHARES TR RUS 1000 VAL ETF 464287598 3,870 -4,730 -55.00 591 -56.45 0.0953
2023-07-20 2023-06-30 13F ISHARES TR RUS 1000 VAL ETF 464287598 8,600 5,520 179.22 1,357 189.96 0.2014
2023-05-01 2023-03-31 13F ISHARES TR RUS 1000 VAL ETF 464287598 3,080 880 40.00 469 40.54 0.0865
2023-02-01 2022-12-31 13F ISHARES TR Exchange Traded Fund 464287598 2,200 -1,027 -31.83 334 -24.15 0.0611
2022-11-09 2022-09-30 13F ISHARES TR RUS 1000 VAL ETF 464287598 3,227 0 0.00 439 -6.20 0.0970
2022-07-25 2022-06-30 13F ISHARES TR RUS 1000 VAL ETF 464287598 3,227 -5 -0.15 468 -12.69 0.0984
2022-05-11 2022-03-31 13F ISHARES TR RUS 1000 VAL ETF 464287598 3,232 5 0.15 536 -1.11 0.1041
2022-02-14 2021-12-31 13F ISHARES TR RUS 1000 VAL ETF 464287598 3,227 1,027 46.68 542 57.56 0.1989
2021-10-13 2021-09-30 13F ISHARES TR RUS 1000 VAL ETF 464287598 2,200 0 0.00 344 -1.43 0.1375
2021-07-13 2021-06-30 13F ISHARES TR RUS 1000 VAL ETF 464287598 2,200 0 0.00 349 4.80 0.1417
2021-04-12 2021-03-31 13F ISHARES TR RUS 1000 VAL ETF 464287598 2,200 0 0.00 333 10.63 0.1471
2021-01-15 2020-12-31 13F ISHARES TR RUS 1000 VAL ETF 464287598 2,200 -155 -6.58 301 8.27 0.1710
2020-10-08 2020-09-30 13F ISHARES TR RUS 1000 VAL ETF 464287598 2,355 0 0.00 278 4.91 0.1836
2020-07-09 2020-06-30 13F ISHARES TR RUS 1000 VAL ETF 464287598 2,355 0 0.00 265 13.25 0.2104
2020-04-15 2020-03-31 13F ISHARES TR RUS 1000 VAL ETF 464287598 2,355 -8,398 -78.10 234 -84.06 0.2342
2020-01-21 2019-12-31 13F ISHARES TR RUS 1000 VAL ETF 464287598 10,753 0 0.00 1,468 6.45 0.9315
2019-10-10 2019-09-30 13F ISHARES RUSSELL 1000 VALUE ETF RUS 1000 VAL ETF 464287598 10,753 0 0.00 1,379 0.80 1.0314
2019-07-15 2019-06-30 13F ISHARES RUSSELL 1000 VALUE ETF RUS 1000 VAL ETF 464287598 10,753 0 0.00 1,368 3.01 0.9248
2019-04-12 2019-03-31 13F/A-1 ISHARES RUSSELL 1000 VALUE ETF RUS 1000 VAL ETF 464287598 10,753 0 0.00 1,328 11.22 0.8999
2019-04-08 2019-03-31 13F ISHARES RUSSELL 1000 VALUE ETF RUS 1000 VAL ETF 464287598 10,753 0 1,328
2019-01-14 2018-12-31 13F ISHARES RUSSELL 1000 VALUE ETF RUS 1000 VAL ETF 464287598 10,753 0 0.00 1,194 -12.85 0.9058
2018-10-18 2018-09-30 13F ISHARES RUSSELL 1000 VALUE ETF RUS 1000 VAL ETF 464287598 10,753 -185 -1.69 1,370 3.16 0.6746
2018-07-19 2018-06-30 13F ISHARES RUSSELL 1000 VALUE ETF RUS 1000 VAL ETF 464287598 10,938 185 1.72 1,328 2.31 0.9920
2018-04-17 2018-03-31 13F ISHARES RUSSELL 1000 VALUE ETF RUS 1000 VAL ETF 464287598 10,753 -4,139 -27.79 1,298 -29.88 0.9584
2018-01-26 2017-12-31 13F ISHARES RUSSELL 1000 VALUE ETF RUS 1000 VAL ETF 464287598 14,892 12,537 532.36 1,851 563.44 1.8041
2017-11-03 2017-09-30 13F/A-1 iShares Russell 1000 Value ETF RUS 1000 VAL ETF 464287598 2,355 0 0.00 279 1.82 0.3108
2017-11-01 2017-09-30 13F iShares Russell 1000 Value ETF RUS 1000 VAL ETF 464287598 2,355 0 274
2017-11-01 2017-06-30 13F iShares Russell 1000 Value ETF RUS 1000 VAL ETF 464287598 2,355 0 0.00 274 1.48 0.3497
2017-11-02 2017-03-31 13F iShares Russell 1000 Value ETF RUS 1000 VAL ETF 464287598 2,355 0 0.00 270 2.66 0.3648
2017-11-03 2016-12-31 13F iShares Russell 1000 Value ETF RUS 1000 VAL ETF 464287598 2,355 2,355 263 0.3593
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.