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 Q2	$1.54M	Buy	6,370 +2,611	+69%	+$608K	0.3%	73
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 $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Legacy Capital Wealth Partners's IWD Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its iShares Russell 1000 Value ETF (IWD) stake by 69% in Q2 2026, buying an estimated $608K and bringing the position to 6,370 shares worth $1.54M. The position accounts for 0.3% of the portfolio, ranked #73.

Legacy Capital Wealth Partners first reported a position in IWD in Q4 2024 and has held it in 6 quarters since. 1,980 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Legacy Capital Wealth Partners held 6,370 shares of iShares Russell 1000 Value ETF worth $1.54M as of Q2 2026.
Legacy Capital Wealth Partners bought 2,611 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $608K.
iShares Russell 1000 Value ETF made up 0.3% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #73 holding.
Legacy Capital Wealth Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 6 quarters since.
1,980 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.