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

Legacy Capital Wealth Partners’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 Q1	$803K	Sell	3,759 -529	-12%	-$116K	0.17%	126
2025 Q4	$902K	Sell	4,288 -1,244	-22%	-$257K	0.19%	109
2025 Q3	$1.13M	Buy	5,532 +2,253	+69%	+$448K	0.25%	83
2025 Q2	$637K	Buy	+3,279	New	+$607K	0.15%	154
2025 Q1	–	Sell	-5,667	Closed	-$1.05M	–	364
2024 Q4	$1.05M	Buy	+5,667	New	+$1.09M	0.26%	76

Other funds holding IWD

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Legacy Capital Wealth Partners's IWD Position: Q1 2026 in Review

Legacy Capital Wealth Partners reduced its iShares Russell 1000 Value ETF (IWD) stake by 12% in Q1 2026, selling an estimated $116K and leaving 3,759 shares worth $803K. The position accounts for 0.17% of the portfolio, ranked #126.

Legacy Capital Wealth Partners first reported a position in IWD in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.13M in Q3 2025. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Legacy Capital Wealth Partners held 3,759 shares of iShares Russell 1000 Value ETF worth $803K as of Q1 2026.
Legacy Capital Wealth Partners sold 529 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $116K.
iShares Russell 1000 Value ETF made up 0.17% of Legacy Capital Wealth Partners's portfolio in Q1 2026, its #126 holding.
Legacy Capital Wealth Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 5 quarters since.
Legacy Capital Wealth Partners's iShares Russell 1000 Value ETF position peaked at $1.13M in Q3 2025.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.