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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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legacy Trust's IWB Position: Q2 2026 in Review

Legacy Trust reduced its iShares Russell 1000 ETF (IWB) stake by 2.1% in Q2 2026, selling an estimated $23.8K and leaving 2,825 shares worth $1.16M. The position accounts for 0.2% of the portfolio, ranked #80.

Legacy Trust first reported a position in IWB in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.82M in Q2 2023. 1,555 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Legacy Trust held 2,825 shares of iShares Russell 1000 ETF worth $1.16M as of Q2 2026.
  • Legacy Trust sold 60 iShares Russell 1000 ETF shares in Q2 2026, an estimated $23.8K.
  • iShares Russell 1000 ETF made up 0.2% of Legacy Trust's portfolio in Q2 2026, its #80 holding.
  • Legacy Trust first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 15 quarters since.
  • Legacy Trust's iShares Russell 1000 ETF position peaked at $1.82M in Q2 2023.
  • 1,555 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.