Legacy Trust’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $956K | Hold |
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|
2025
Q2 | $912K | Hold |
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|
2025
Q1 | $883K | Hold |
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|
2024
Q4 | $869K | Hold |
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|
2024
Q3 | $891K | Hold |
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|
2024
Q2 | $819K | Hold |
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|
2024
Q1 | $841K | Hold |
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|
2023
Q4 | $776K | Hold |
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|
2023
Q3 | $713K | Hold |
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|
2023
Q2 | $741K | Sell |
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|
2023
Q1 | $718K | Sell |
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|
2022
Q4 | $719K | Buy |
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