Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s iShares Russell 2000 Value ETF IWN Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-12
Closed -$1.63K – 272
2023
Q3 		$1.63K Buy
+12
New +$1.72K ﹤0.01% 483

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Legacy Financial Group (Iowa)'s IWN Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2023, closing a stake of 12 shares — an estimated $1.63K sold.

Legacy Financial Group (Iowa) first reported a position in IWN in Q3 2023 and held it in 1 quarter. The position peaked at $1.63K in Q3 2023. 971 funds tracked by Wall St. Rank hold IWN as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining iShares Russell 2000 Value ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 12 iShares Russell 2000 Value ETF shares in Q4 2023, an estimated $1.63K.
  • Legacy Financial Group (Iowa) first reported a position in iShares Russell 2000 Value ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s iShares Russell 2000 Value ETF position peaked at $1.63K in Q3 2023.
  • 971 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.