Legacy Trust’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$3.31K | 0.2% | 83 |
|
|
2023
Q1 | $718K | Sell |
4,716
-28
| -0.6% | -$4.26K | 0.21% | 83 |
|
|
2022
Q4 | $719K | Buy |
+4,744
| New | +$719K | 0.22% | 78 |
|