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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return