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 Q3	$39.8M	Sell	160,344 -46,803	-23%	-$11.8M	3.52%	4
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

71 West Capital Partners Boston, Massachusetts $3.06B AUM 23.06% 1-Year Est. Return

Legacy Edge Advisors's IWD Position: Q3 2026 in Review

Legacy Edge Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 23% in Q3 2026, selling an estimated $11.8M and leaving 160,344 shares worth $39.8M. The position accounts for 3.52% of the portfolio, ranked #4.

Legacy Edge Advisors first reported a position in IWD in Q4 2023 and has held it in 12 quarters since. The position peaked at $50.2M in Q2 2026. 1,450 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

Legacy Edge Advisors held 160,344 shares of iShares Russell 1000 Value ETF worth $39.8M as of Q3 2026.
Legacy Edge Advisors sold 46,803 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $11.8M.
iShares Russell 1000 Value ETF made up 3.52% of Legacy Edge Advisors's portfolio in Q3 2026, its #4 holding.
Legacy Edge Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 12 quarters since.
Legacy Edge Advisors's iShares Russell 1000 Value ETF position peaked at $50.2M in Q2 2026.
1,450 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Legacy Edge Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.