Legacy Trust’s iShares Russell 2000 Value ETF IWN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$299K Sell
2025
Q2
$277K Sell
2025
Q1
$553K Buy
2024
Q4
$564K Sell
2024
Q3
$652K Sell
2024
Q2
$597K Hold
2024
Q1
$622K Buy
2023
Q4
$593K Sell
2023
Q3
$648K Hold
2023
Q2
$674K Sell
2023
Q1
$676K Buy
2022
Q4
$654K Buy