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 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Legacy Trust's IWB Position: Q1 2026 in Review

Legacy Trust reduced its iShares Russell 1000 ETF (IWB) stake by 3.4% in Q1 2026, selling an estimated $37.3K and leaving 2,885 shares worth $1.03M. The position accounts for 0.2% of the portfolio, ranked #87.

Legacy Trust first reported a position in IWB in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.82M in Q2 2023. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Legacy Trust held 2,885 shares of iShares Russell 1000 ETF worth $1.03M as of Q1 2026.
Legacy Trust sold 100 iShares Russell 1000 ETF shares in Q1 2026, an estimated $37.3K.
iShares Russell 1000 ETF made up 0.2% of Legacy Trust's portfolio in Q1 2026, its #87 holding.
Legacy Trust first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 14 quarters since.
Legacy Trust's iShares Russell 1000 ETF position peaked at $1.82M in Q2 2023.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.