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

Legacy 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
Q3 		$1.16M Sell
2,815
-10
-0.4% -$4.16K 0.19% 85
2026
Q2 		$1.16M Sell
2,825
-60
-2% -$23.8K 0.2% 80
2026
Q1 		$1.03M Sell
2,885
-100
-3% -$37.3K 0.2% 87
2025
Q4 		$1.11M Buy
2,985
+320
+12% +$119K 0.21% 81
2025
Q3 		$974K Sell
2,665
-70
-3% -$24.7K 0.19% 84
2025
Q2 		$929K Sell
2,735
-570
-17% -$179K 0.23% 76
2025
Q1 		$1.01M Sell
3,305
-350
-10% -$113K 0.24% 73
2024
Q4 		$1.18M Sell
3,655
-380
-9% -$123K 0.27% 68
2024
Q3 		$1.27M Sell
4,035
-3
-0.1% -$909 0.29% 68
2024
Q2 		$1.2M Sell
4,038
-200
-5% -$57.4K 0.3% 67
2024
Q1 		$1.22M Sell
4,238
-165
-4% -$45.2K 0.3% 70
2023
Q4 		$1.15M Sell
4,403
-2,875
-40% -$704K 0.3% 72
2023
Q3 		$1.71M Sell
7,278
-200
-3% -$49K 0.5% 60
2023
Q2 		$1.82M Buy
7,478
+200
+3% +$46.1K 0.5% 61
2023
Q1 		$1.64M Sell
7,278
-825
-10% -$182K 0.49% 64
2022
Q4 		$1.71M Buy
+8,103
New +$1.72M 0.53% 60

Other funds holding IWB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Legacy Trust's IWB Position: Q3 2026 in Review

Legacy Trust reduced its iShares Russell 1000 ETF (IWB) stake by 0.35% in Q3 2026, selling an estimated $4.16K and leaving 2,815 shares worth $1.16M. The position accounts for 0.19% of the portfolio, ranked #85.

Legacy Trust first reported a position in IWB in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.82M in Q2 2023. 1,018 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • Legacy Trust held 2,815 shares of iShares Russell 1000 ETF worth $1.16M as of Q3 2026.
  • Legacy Trust sold 10 iShares Russell 1000 ETF shares in Q3 2026, an estimated $4.16K.
  • iShares Russell 1000 ETF made up 0.19% of Legacy Trust's portfolio in Q3 2026, its #85 holding.
  • Legacy Trust first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 16 quarters since.
  • Legacy Trust's iShares Russell 1000 ETF position peaked at $1.82M in Q2 2023.
  • 1,018 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.