Legacy Trust’s iShares Russell 1000 Value ETF IWD Stock Holding History

Legacy Trust’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$916K	Sell	4,285 -888	-17%	-$194K	0.18%	91
2025 Q4	$1.09M	Buy	5,173 +478	+10%	+$98.7K	0.2%	84
2025 Q3	$956K	Hold	4,695	–	–	0.19%	87
2025 Q2	$912K	Hold	4,695	–	–	0.22%	77
2025 Q1	$883K	Hold	4,695	–	–	0.21%	79
2024 Q4	$869K	Hold	4,695	–	–	0.2%	77
2024 Q3	$891K	Hold	4,695	–	–	0.2%	81
2024 Q2	$819K	Hold	4,695	–	–	0.2%	81
2024 Q1	$841K	Hold	4,695	–	–	0.21%	80
2023 Q4	$776K	Hold	4,695	–	–	0.2%	82
2023 Q3	$713K	Hold	4,695	–	–	0.21%	83
2023 Q2	$741K	Sell	4,695 -21	-0.4%	-$3.21K	0.2%	83
2023 Q1	$718K	Sell	4,716 -28	-0.6%	-$4.32K	0.21%	83
2022 Q4	$719K	Buy	+4,744	New	+$710K	0.22%	78

Other funds holding IWD

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Legacy Trust's IWD Position: Q1 2026 in Review

Legacy Trust reduced its iShares Russell 1000 Value ETF (IWD) stake by 17% in Q1 2026, selling an estimated $194K and leaving 4,285 shares worth $916K. The position accounts for 0.18% of the portfolio, ranked #91.

Legacy Trust first reported a position in IWD in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.09M in Q4 2025. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Legacy Trust held 4,285 shares of iShares Russell 1000 Value ETF worth $916K as of Q1 2026.
Legacy Trust sold 888 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $194K.
iShares Russell 1000 Value ETF made up 0.18% of Legacy Trust's portfolio in Q1 2026, its #91 holding.
Legacy Trust first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 14 quarters since.
Legacy Trust's iShares Russell 1000 Value ETF position peaked at $1.09M in Q4 2025.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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