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Legacy Private Trust’s iShares Russell 1000 ETF IWB Stock Holding History

Legacy Private Trust’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
2026
Q2 		$1.34M Hold
3,264
– – 0.07% 151
2026
Q1 		$1.16M Hold
3,264
– – 0.07% 156
2025
Q4 		$1.22M Hold
3,264
– – 0.07% 149
2025
Q3 		$1.19M Hold
3,264
– – 0.07% 143
2025
Q2 		$1.11M Sell
3,264
-269
-8% -$84.4K 0.07% 147
2025
Q1 		$1.08M Hold
3,533
– – 0.07% 153
2024
Q4 		$1.14M Hold
3,533
– – 0.07% 145
2024
Q3 		$1.11M Hold
3,533
– – 0.07% 148
2024
Q2 		$1.05M Hold
3,533
– – 0.07% 142
2024
Q1 		$1.02M Buy
3,533
+197
+6% +$54K 0.07% 147
2023
Q4 		$875K Hold
3,336
– – 0.07% 142
2023
Q3 		$784K Hold
3,336
– – 0.07% 148
2023
Q2 		$813K Hold
3,336
– – 0.07% 145
2023
Q1 		$751K Hold
3,336
– – 0.06% 155
2022
Q4 		$702K Hold
3,336
– – 0.06% 158
2022
Q3 		$658K Hold
3,336
– – 0.06% 152
2022
Q2 		$693K Hold
3,336
– – 0.06% 149
2022
Q1 		$834K Hold
3,336
– – 0.06% 158
2021
Q4 		$882K Hold
3,336
– – 0.07% 158
2021
Q3 		$806K Hold
3,336
– – 0.07% 159
2021
Q2 		$808K Hold
3,336
– – 0.07% 159
2021
Q1 		$747K Hold
3,336
– – 0.07% 157
2020
Q4 		$707K Buy
3,336
+567
+20% +$113K 0.07% 149
2020
Q3 		$518K Sell
2,769
-410
-13% -$75.7K 0.05% 157
2020
Q2 		$546K Hold
3,179
– – 0.06% 151
2020
Q1 		$450K Sell
3,179
-16
-0.5% -$2.71K 0.06% 156
2019
Q4 		$570K Sell
3,195
-158
-5% -$27K 0.06% 168
2019
Q3 		$552K Hold
3,353
– – 0.06% 165
2019
Q2 		$546K Hold
3,353
– – 0.06% 167
2019
Q1 		$527K Buy
3,353
+345
+11% +$52.2K 0.06% 161
2018
Q4 		$417K Buy
3,008
+392
+15% +$58.6K 0.05% 176
2018
Q3 		$423K Hold
2,616
– – 0.05% 174
2018
Q2 		$398K Hold
2,616
– – 0.05% 182
2018
Q1 		$384K Sell
2,616
-125
-5% -$19K 0.04% 189
2017
Q4 		$407K Hold
2,741
– – 0.05% 177
2017
Q3 		$383K Hold
2,741
– – 0.05% 183
2017
Q2 		$371K Hold
2,741
– – 0.05% 186
2017
Q1 		$360K Buy
+2,741
New +$355K 0.05% 194

Other funds holding IWB

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Legacy Private Trust's IWB Position: Q2 2026 in Review

Legacy Private Trust held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 3,264 shares worth $1.34M. The position accounts for 0.07% of the portfolio, ranked #151.

Legacy Private Trust first reported a position in IWB in Q1 2017 and has held it in 38 quarters since. 455 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Legacy Private Trust held 3,264 shares of iShares Russell 1000 ETF worth $1.34M as of Q2 2026.
  • Legacy Private Trust left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up 0.07% of Legacy Private Trust's portfolio in Q2 2026, its #151 holding.
  • Legacy Private Trust first reported a position in iShares Russell 1000 ETF in Q1 2017 and has held it in 38 quarters since.
  • 455 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.