Legacy Capital Wealth Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Legacy Capital Wealth Partners’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
2025 Q4	–	Sell	-3,543	Closed	-$1.3M	–	389
2025 Q3	$1.3M	Buy	3,543 +862	+32%	+$304K	0.28%	68
2025 Q2	$910K	Buy	+2,681	New	+$842K	0.21%	95
2025 Q1	–	Sell	-3,293	Closed	-$1.06M	–	363
2024 Q4	$1.06M	Buy	+3,293	New	+$1.07M	0.26%	75
2024 Q1	–	Sell	-1,403	Closed	-$368K	–	226
2023 Q4	$368K	Buy	+1,403	New	+$344K	0.1%	191

Other funds holding IWB

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

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

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Legacy Capital Wealth Partners's IWB Position: Q4 2025 in Review

Legacy Capital Wealth Partners sold out of iShares Russell 1000 ETF (IWB) in Q4 2025, closing a stake of 3,543 shares — an estimated $1.3M sold.

Legacy Capital Wealth Partners first reported a position in IWB in Q4 2023 and held it in 4 quarters. The position peaked at $1.3M in Q3 2025. 1,495 funds tracked by Wall St. Rank hold IWB as of Q4 2025.

Legacy Capital Wealth Partners reported no remaining iShares Russell 1000 ETF position as of Q4 2025 after selling out during the quarter.
Legacy Capital Wealth Partners sold 3,543 iShares Russell 1000 ETF shares in Q4 2025, an estimated $1.3M.
Legacy Capital Wealth Partners first reported a position in iShares Russell 1000 ETF in Q4 2023 and held it in 4 quarters.
Legacy Capital Wealth Partners's iShares Russell 1000 ETF position peaked at $1.3M in Q3 2025.
1,495 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2025.

Based on Legacy Capital Wealth Partners's 13F filing for Q4 2025, filed 16 Jan 2026.