Legacy Trust’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $929K | Sell |
2,735
-570
| -17% | -$194K | 0.23% | 76 |
|
|
2025
Q1 | $1.01M | Sell |
3,305
-350
| -10% | -$107K | 0.24% | 73 |
|
|
2024
Q4 | $1.18M | Sell |
3,655
-380
| -9% | -$122K | 0.27% | 68 |
|
|
2024
Q3 | $1.27M | Sell |
4,035
-3
| -0.1% | -$943 | 0.29% | 68 |
|
|
2024
Q2 | $1.2M | Sell |
4,038
-200
| -5% | -$59.5K | 0.3% | 67 |
|
|
2024
Q1 | $1.22M | Sell |
4,238
-165
| -4% | -$47.5K | 0.3% | 70 |
|
|
2023
Q4 | $1.15M | Sell |
4,403
-2,875
| -40% | -$754K | 0.3% | 72 |
|
|
2023
Q3 | $1.71M | Sell |
7,278
-200
| -3% | -$47K | 0.5% | 60 |
|
|
2023
Q2 | $1.82M | Buy |
7,478
+200
| +3% | +$48.7K | 0.5% | 61 |
|
|
2023
Q1 | $1.64M | Sell |
7,278
-825
| -10% | -$186K | 0.49% | 64 |
|
|
2022
Q4 | $1.71M | Buy |
+8,103
| New | +$1.71M | 0.53% | 60 |
|