Legacy Trust’s iShares Russell 3000 ETF IWV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$7.09M Sell
2025
Q1
$6.64M Sell
2024
Q4
$7M Sell
2024
Q3
$6.9M Sell
2024
Q2
$6.57M Buy
2024
Q1
$6.37M Sell
2023
Q4
$6.17M Buy
2023
Q3
$5.43M Sell
2023
Q2
$5.73M Sell
2023
Q1
$5.53M Buy
2022
Q4
$5.14M Buy