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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,743
Closed -$121K – 275
2023
Q3 		$121K Buy
+1,743
New +$121K 0.03% 118