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

Legacy Financial Advisors’s Portfolio IWD Stock Details IWD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$275K	Buy
2018 Q3	–	Sell
2018 Q2	$23K	Hold
2018 Q1	$22K	Hold
2017 Q4	$23K	Buy