Legacy Investment Solutions’s iShares Russell 1000 ETF IWB Stock Holding History

Legacy Investment Solutions’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$78.8K	Buy	+232	New	+$72.8K	0.04%	125

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Legacy Investment Solutions's IWB Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2025: 232 shares worth $78.8K. The stake represents 0.04% of the portfolio and ranks #125 among its holdings.

1,388 funds tracked by Wall St. Rank hold IWB as of Q2 2025.

Legacy Investment Solutions held 232 shares of iShares Russell 1000 ETF worth $78.8K as of Q2 2025.
iShares Russell 1000 ETF was a new Legacy Investment Solutions position in Q2 2025.
iShares Russell 1000 ETF made up 0.04% of Legacy Investment Solutions's portfolio in Q2 2025, its #125 holding.
1,388 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.