LA
Legacy Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89.7K | Sell |
30,467
-59,927
| -66% | -$176K | 1.42% | 11 |
|
|
2025
Q1 | $27.7M | Sell |
90,394
-567
| -0.6% | -$174K | 2.85% | 5 |
|
|
2024
Q4 | $29.3M | Buy |
90,961
+2,940
| +3% | +$947K | 2.84% | 5 |
|
|
2024
Q3 | $27.7M | Sell |
88,021
-15
| -0% | -$4.72K | 3% | 4 |
|
|
2024
Q2 | $26.2M | Buy |
88,036
+426
| +0.5% | +$127K | 3.18% | 4 |
|
|
2024
Q1 | $25.2M | Sell |
87,610
-87
| -0.1% | -$25.1K | 3.19% | 3 |
|
|
2023
Q4 | $23M | Buy |
87,697
+15,394
| +21% | +$4.04M | 2.96% | 4 |
|
|
2023
Q3 | $17.1M | Buy |
72,303
+33,679
| +87% | +$7.95M | 2.75% | 4 |
|
|
2023
Q2 | $9.41M | Buy |
38,624
+33,623
| +672% | +$8.2M | 1.4% | 9 |
|
|
2023
Q1 | $1.13M | Sell |
5,001
-325
| -6% | -$73.2K | 0.21% | 86 |
|
|
2022
Q4 | $1.12M | Buy |
5,326
+2,622
| +97% | +$552K | 0.21% | 79 |
|
|
2022
Q3 | $534K | Sell |
2,704
-9,712
| -78% | -$1.92M | 0.12% | 115 |
|
|
2022
Q2 | $2.58M | Hold |
12,416
| – | – | 0.54% | 31 |
|
|
2022
Q1 | $3.11M | Hold |
12,416
| – | – | 0.6% | 23 |
|
|
2021
Q4 | $3.28M | Sell |
12,416
-2,000
| -14% | -$529K | 1.2% | 17 |
|
|
2021
Q3 | $3.48M | Hold |
14,416
| – | – | 1.39% | 15 |
|
|
2021
Q2 | $3.49M | Hold |
14,416
| – | – | 1.42% | 16 |
|
|
2021
Q1 | $3.23M | Sell |
14,416
-485
| -3% | -$109K | 1.43% | 15 |
|
|
2020
Q4 | $3.16M | Hold |
14,901
| – | – | 1.79% | 14 |
|
|
2020
Q3 | $2.79M | Buy |
14,901
+527
| +4% | +$98.6K | 1.84% | 13 |
|
|
2020
Q2 | $2.47M | Hold |
14,374
| – | – | 1.96% | 16 |
|
|
2020
Q1 | $2.03M | Sell |
14,374
-64
| -0.4% | -$9.06K | 2.04% | 14 |
|
|
2019
Q4 | $2.58M | Sell |
14,438
-415
| -3% | -$74K | 1.63% | 16 |
|
|
2019
Q3 | $2.44M | Hold |
14,853
| – | – | 1.83% | 12 |
|
|
2019
Q2 | $2.42M | Sell |
14,853
-14,853
| -50% | -$2.42M | 1.63% | 12 |
|
|
2019
Q1 | $4.67M | Buy |
29,706
+14,848
| +100% | +$2.34M | 1.52% | 17 |
|
|
2018
Q4 | $2.06M | Sell |
14,858
-424
| -3% | -$58.8K | 1.56% | 15 |
|
|
2018
Q3 | $2.48M | Buy |
15,282
+3,281
| +27% | +$533K | 1.22% | 15 |
|
|
2018
Q2 | $1.82M | Hold |
12,001
| – | – | 1.36% | 16 |
|
|
2018
Q1 | $1.77M | Buy |
12,001
+3,390
| +39% | +$501K | 1.31% | 19 |
|
|
2017
Q4 | $1.28M | Hold |
8,611
| – | – | 1.25% | 21 |
|
|
2017
Q3 | $1.2M | Buy |
8,611
+2,629
| +44% | +$368K | 1.34% | 18 |
|
|
2017
Q2 | $809K | Hold |
5,982
| – | – | 1.03% | 21 |
|
|
2017
Q1 | $785K | Sell |
5,982
-124
| -2% | -$16.3K | 1.06% | 18 |
|
|
2016
Q4 | $759K | Buy |
+6,106
| New | +$759K | 1.04% | 17 |
|