Legacy Private Trust’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.19M | Hold |
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|
2025
Q2 | $1.11M | Sell |
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|
2025
Q1 | $1.08M | Hold |
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|
2024
Q4 | $1.14M | Hold |
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|
2024
Q3 | $1.11M | Hold |
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|
2024
Q2 | $1.05M | Hold |
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|
2024
Q1 | $1.02M | Buy |
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|
2023
Q4 | $875K | Hold |
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|
2023
Q3 | $784K | Hold |
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|
2023
Q2 | $813K | Hold |
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|
2023
Q1 | $751K | Hold |
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|
2022
Q4 | $702K | Hold |
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|
2022
Q3 | $658K | Hold |
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|
2022
Q2 | $693K | Hold |
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|
2022
Q1 | $834K | Hold |
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|
2021
Q4 | $882K | Hold |
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|
2021
Q3 | $806K | Hold |
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|
2021
Q2 | $808K | Hold |
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|
2021
Q1 | $747K | Hold |
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|
2020
Q4 | $707K | Buy |
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|
2020
Q3 | $518K | Sell |
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|
2020
Q2 | $546K | Hold |
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|
2020
Q1 | $450K | Sell |
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|
2019
Q4 | $570K | Sell |
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|
2019
Q3 | $552K | Hold |
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|
2019
Q2 | $546K | Hold |
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|
2019
Q1 | $527K | Buy |
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|
2018
Q4 | $417K | Buy |
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|
2018
Q3 | $423K | Hold |
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|
2018
Q2 | $398K | Hold |
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|
2018
Q1 | $384K | Sell |
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|
2017
Q4 | $407K | Hold |
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|
2017
Q3 | $383K | Hold |
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|
2017
Q2 | $371K | Hold |
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|
2017
Q1 | $360K | Buy |
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