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Legacy Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Legacy Advisors’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.76M Hold
7,257
– – 0.16% 76
2026
Q1 		$1.55M Hold
7,257
– – 0.18% 67
2025
Q4 		$1.53M Sell
7,257
-707
-9% -$146K 0.16% 77
2025
Q3 		$1.62M Buy
+7,964
New +$1.58M 0.2% 69
2025
Q2 		– Sell
-5,168
Closed -$972K – 205
2025
Q1 		$972K Buy
5,168
+1,000
+24% +$190K 0.1% 168
2024
Q4 		$772K Hold
4,168
– – 0.07% 201
2024
Q3 		$791K Sell
4,168
-80
-2% -$14.6K 0.09% 185
2024
Q2 		$741K Hold
4,248
– – 0.09% 166
2024
Q1 		$761K Buy
4,248
+250
+6% +$42.3K 0.1% 168
2023
Q4 		$661K Buy
3,998
+128
+3% +$19.8K 0.09% 171
2023
Q3 		$591K Sell
3,870
-4,730
-55% -$750K 0.1% 171
2023
Q2 		$1.36M Buy
8,600
+5,520
+179% +$844K 0.2% 93
2023
Q1 		$469K Buy
3,080
+880
+40% +$136K 0.09% 155
2022
Q4 		$334K Sell
2,200
-1,027
-32% -$154K 0.06% 180
2022
Q3 		$439K Hold
3,227
– – 0.1% 137
2022
Q2 		$468K Sell
3,227
-5
-0.2% -$782 0.1% 126
2022
Q1 		$536K Buy
3,232
+5
+0.2% +$821 0.1% 117
2021
Q4 		$542K Buy
3,227
+1,027
+47% +$168K 0.2% 69
2021
Q3 		$344K Hold
2,200
– – 0.14% 88
2021
Q2 		$349K Hold
2,200
– – 0.14% 87
2021
Q1 		$333K Hold
2,200
– – 0.15% 85
2020
Q4 		$301K Sell
2,200
-155
-7% -$19.9K 0.17% 84
2020
Q3 		$278K Hold
2,355
– – 0.18% 81
2020
Q2 		$265K Hold
2,355
– – 0.21% 78
2020
Q1 		$234K Sell
2,355
-8,398
-78% -$1.05M 0.23% 84
2019
Q4 		$1.47M Hold
10,753
– – 0.93% 26
2019
Q3 		$1.38M Hold
10,753
– – 1.03% 25
2019
Q2 		$1.37M Sell
10,753
-10,753
-50% -$1.35M 0.92% 27
2019
Q1 		$2.66M Buy
21,506
+10,753
+100% +$1.29M 0.86% 33
2018
Q4 		$1.19M Hold
10,753
– – 0.91% 33
2018
Q3 		$1.37M Sell
10,753
-185
-2% -$23.2K 0.67% 49
2018
Q2 		$1.33M Buy
10,938
+185
+2% +$22.5K 0.99% 27
2018
Q1 		$1.3M Sell
10,753
-4,139
-28% -$516K 0.96% 30
2017
Q4 		$1.85M Buy
14,892
+12,537
+532% +$1.52M 1.8% 14
2017
Q3 		$279K Hold
2,355
– – 0.31% 38
2017
Q2 		$274K Hold
2,355
– – 0.35% 36
2017
Q1 		$270K Hold
2,355
– – 0.36% 32
2016
Q4 		$263K Buy
+2,355
New +$255K 0.36% 34

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Legacy Advisors's IWD Position: Q2 2026 in Review

Legacy Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 7,257 shares worth $1.76M. The position accounts for 0.16% of the portfolio, ranked #76.

Legacy Advisors first reported a position in IWD in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.66M in Q1 2019. 695 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Legacy Advisors held 7,257 shares of iShares Russell 1000 Value ETF worth $1.76M as of Q2 2026.
  • Legacy Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.16% of Legacy Advisors's portfolio in Q2 2026, its #76 holding.
  • Legacy Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2016 and has held it in 38 quarters since.
  • Legacy Advisors's iShares Russell 1000 Value ETF position peaked at $2.66M in Q1 2019.
  • 695 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.