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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$974K Sell
2025
Q2
$929K Sell
2025
Q1
$1.01M Sell
2024
Q4
$1.18M Sell
2024
Q3
$1.27M Sell
2024
Q2
$1.2M Sell
2024
Q1
$1.22M Sell
2023
Q4
$1.15M Sell
2023
Q3
$1.71M Sell
2023
Q2
$1.82M Buy
2023
Q1
$1.64M Sell
2022
Q4
$1.71M Buy