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

Legacy Financial Group (Iowa)’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-17
Closed -$1.77K – 276
2023
Q3 		$1.77K Buy
+17
New +$1.87K ﹤0.01% 475

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US Bancorp
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Envestnet Portfolio Solutions
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CB
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Royal Bank of Canada
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Legacy Financial Group (Iowa)'s IWS Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q4 2023, closing a stake of 17 shares — an estimated $1.77K sold.

Legacy Financial Group (Iowa) first reported a position in IWS in Q3 2023 and held it in 1 quarter. The position peaked at $1.77K in Q3 2023. 853 funds tracked by Wall St. Rank hold IWS as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining iShares Russell Mid-Cap Value ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 17 iShares Russell Mid-Cap Value ETF shares in Q4 2023, an estimated $1.77K.
  • Legacy Financial Group (Iowa) first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s iShares Russell Mid-Cap Value ETF position peaked at $1.77K in Q3 2023.
  • 853 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2023.

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