Legacy Edge Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Legacy Edge Advisors’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	$50.2M	Sell	207,147 -14,616	-7%	-$3.4M	4.61%	3
2026 Q1	$47.4M	Sell	221,763 -5,877	-3%	-$1.29M	4.98%	3
2025 Q4	$47.9M	Buy	227,640 +8,517	+4%	+$1.76M	5.24%	3
2025 Q3	$44.6M	Buy	219,123 +17,733	+9%	+$3.53M	5.26%	3
2025 Q2	$39.1M	Buy	201,390 +27,732	+16%	+$5.14M	5.22%	3
2025 Q1	$32.7M	Buy	173,658 +5,818	+3%	+$1.11M	5.1%	3
2024 Q4	$31M	Buy	167,840 +35,599	+27%	+$6.83M	4.92%	3
2024 Q3	$25.1M	Buy	132,241 +18,560	+16%	+$3.38M	4.01%	4
2024 Q2	$19.8M	Buy	113,681 +11,856	+12%	+$2.07M	3.65%	5
2024 Q1	$18.2M	Buy	101,825 +11,798	+13%	+$2M	3.8%	4
2023 Q4	$14.9M	Buy	+90,027	New	+$13.9M	3.4%	6

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 22.9% 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 Edge Advisors's IWD Position: Q2 2026 in Review

Legacy Edge Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 6.6% in Q2 2026, selling an estimated $3.4M and leaving 207,147 shares worth $50.2M. The position accounts for 4.61% of the portfolio, ranked #3.

Legacy Edge Advisors first reported a position in IWD in Q4 2023 and has held it in 11 quarters since. 1,981 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Legacy Edge Advisors held 207,147 shares of iShares Russell 1000 Value ETF worth $50.2M as of Q2 2026.
Legacy Edge Advisors sold 14,616 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $3.4M.
iShares Russell 1000 Value ETF made up 4.61% of Legacy Edge Advisors's portfolio in Q2 2026, its #3 holding.
Legacy Edge Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 11 quarters since.
1,981 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.