Legacy Bridge’s iShares Russell 1000 ETF IWB Stock Holding History

Legacy Bridge’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-86	Closed	-$24.8K	–	302
2024 Q1	$24.8K	Hold	86	–	–	0.01%	231
2023 Q4	$22.6K	Hold	86	–	–	0.01%	229
2023 Q3	$20.2K	Hold	86	–	–	0.01%	225
2023 Q2	$21K	Hold	86	–	–	0.01%	229
2023 Q1	$19.4K	Hold	86	–	–	0.01%	229
2022 Q4	$18.1K	Hold	86	–	–	0.01%	231
2022 Q3	$17K	Hold	86	–	–	0.01%	219
2022 Q2	$18K	Hold	86	–	–	0.01%	223
2022 Q1	$22K	Hold	86	–	–	0.01%	230
2021 Q4	$23K	Hold	86	–	–	0.01%	236
2021 Q3	$21K	Hold	86	–	–	0.01%	231
2021 Q2	$21K	Hold	86	–	–	0.01%	234
2021 Q1	$19K	Hold	86	–	–	0.01%	237
2020 Q4	$18K	Hold	86	–	–	0.01%	230
2020 Q3	$16K	Hold	86	–	–	0.01%	222
2020 Q2	$15K	Hold	86	–	–	0.02%	226
2020 Q1	$12K	Hold	86	–	–	0.02%	224
2019 Q4	$15K	Hold	86	–	–	0.01%	238
2019 Q3	$14K	Hold	86	–	–	0.01%	237
2019 Q2	$14K	Hold	86	–	–	0.01%	244
2019 Q1	$14K	Hold	86	–	–	0.01%	244
2018 Q4	$12K	Buy	+86	New	+$12.9K	0.01%	199

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Legacy Bridge's IWB Position: Q2 2024 in Review

Legacy Bridge sold out of iShares Russell 1000 ETF (IWB) in Q2 2024, closing a stake of 86 shares — an estimated $24.8K sold.

Legacy Bridge first reported a position in IWB in Q4 2018 and held it in 22 quarters. The position peaked at $24.8K in Q1 2024. 1,255 funds tracked by Wall St. Rank hold IWB as of Q2 2024.

Legacy Bridge reported no remaining iShares Russell 1000 ETF position as of Q2 2024 after selling out during the quarter.
Legacy Bridge sold 86 iShares Russell 1000 ETF shares in Q2 2024, an estimated $24.8K.
Legacy Bridge first reported a position in iShares Russell 1000 ETF in Q4 2018 and held it in 22 quarters.
Legacy Bridge's iShares Russell 1000 ETF position peaked at $24.8K in Q1 2024.
1,255 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2024.

Based on Legacy Bridge's 13F filing for Q2 2024, filed 6 Aug 2024.