Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,743
Closed -$121K – 275
2023
Q3 		$121K Buy
+1,743
New +$127K 0.03% 118

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

Legacy Financial Group (Iowa) sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2023, closing a stake of 1,743 shares — an estimated $121K sold.

Legacy Financial Group (Iowa) first reported a position in IWR in Q3 2023 and held it in 1 quarter. The position peaked at $121K in Q3 2023. 1,246 funds tracked by Wall St. Rank hold IWR as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 1,743 iShares Russell Mid-Cap ETF shares in Q4 2023, an estimated $121K.
  • Legacy Financial Group (Iowa) first reported a position in iShares Russell Mid-Cap ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s iShares Russell Mid-Cap ETF position peaked at $121K in Q3 2023.
  • 1,246 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2023.

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