Legacy Private Trust’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $578K | Hold |
1,362
| – | – | 0.04% | 185 |
|
|
2025
Q1 | $492K | Sell |
1,362
-10
| -0.7% | -$3.61K | 0.03% | 186 |
|
|
2024
Q4 | $551K | Buy |
1,372
+102
| +8% | +$41K | 0.04% | 180 |
|
|
2024
Q3 | $477K | Sell |
1,270
-10
| -0.8% | -$3.75K | 0.03% | 182 |
|
|
2024
Q2 | $467K | Sell |
1,280
-50
| -4% | -$18.2K | 0.03% | 178 |
|
|
2024
Q1 | $448K | Sell |
1,330
-175
| -12% | -$59K | 0.03% | 184 |
|
|
2023
Q4 | $456K | Sell |
1,505
-11
| -0.7% | -$3.34K | 0.04% | 179 |
|
|
2023
Q3 | $403K | Hold |
1,516
| – | – | 0.03% | 192 |
|
|
2023
Q2 | $417K | Sell |
1,516
-447
| -23% | -$123K | 0.03% | 185 |
|
|
2023
Q1 | $480K | Buy |
1,963
+858
| +78% | +$210K | 0.04% | 171 |
|
|
2022
Q4 | $237K | Sell |
1,105
-4
| -0.4% | -$857 | 0.02% | 211 |
|
|
2022
Q3 | $233K | Sell |
1,109
-54
| -5% | -$11.3K | 0.02% | 206 |
|
|
2022
Q2 | $254K | Sell |
1,163
-210
| -15% | -$45.9K | 0.02% | 206 |
|
|
2022
Q1 | $381K | Hold |
1,373
| – | – | 0.03% | 204 |
|
|
2021
Q4 | $420K | Buy |
1,373
+277
| +25% | +$84.7K | 0.03% | 202 |
|
|
2021
Q3 | $300K | Buy |
1,096
+43
| +4% | +$11.8K | 0.02% | 203 |
|
|
2021
Q2 | $286K | Sell |
1,053
-70
| -6% | -$19K | 0.02% | 207 |
|
|
2021
Q1 | $273K | Sell |
1,123
-578
| -34% | -$141K | 0.02% | 205 |
|
|
2020
Q4 | $410K | Sell |
1,701
-530
| -24% | -$128K | 0.04% | 188 |
|
|
2020
Q3 | $484K | Sell |
2,231
-124
| -5% | -$26.9K | 0.05% | 164 |
|
|
2020
Q2 | $452K | Hold |
2,355
| – | – | 0.05% | 159 |
|
|
2020
Q1 | $355K | Sell |
2,355
-492
| -17% | -$74.2K | 0.05% | 165 |
|
|
2019
Q4 | $501K | Sell |
2,847
-61
| -2% | -$10.7K | 0.05% | 172 |
|
|
2019
Q3 | $464K | Sell |
2,908
-300
| -9% | -$47.9K | 0.05% | 175 |
|
|
2019
Q2 | $505K | Sell |
3,208
-225
| -7% | -$35.4K | 0.06% | 171 |
|
|
2019
Q1 | $520K | Sell |
3,433
-1,240
| -27% | -$188K | 0.06% | 164 |
|
|
2018
Q4 | $612K | Buy |
+4,673
| New | +$612K | 0.08% | 155 |
|