LT
Legacy Trust’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.09M | Sell |
20,189
-705
| -3% | -$247K | 1.74% | 21 |
|
|
2025
Q1 | $6.64M | Sell |
20,894
-34
| -0.2% | -$10.8K | 1.6% | 22 |
|
|
2024
Q4 | $7M | Sell |
20,928
-187
| -0.9% | -$62.5K | 1.62% | 20 |
|
|
2024
Q3 | $6.9M | Sell |
21,115
-177
| -0.8% | -$57.8K | 1.58% | 23 |
|
|
2024
Q2 | $6.57M | Buy |
21,292
+51
| +0.2% | +$15.7K | 1.63% | 22 |
|
|
2024
Q1 | $6.37M | Sell |
21,241
-1,281
| -6% | -$384K | 1.59% | 21 |
|
|
2023
Q4 | $6.17M | Buy |
22,522
+367
| +2% | +$100K | 1.61% | 18 |
|
|
2023
Q3 | $5.43M | Sell |
22,155
-358
| -2% | -$87.7K | 1.58% | 16 |
|
|
2023
Q2 | $5.73M | Sell |
22,513
-960
| -4% | -$244K | 1.58% | 17 |
|
|
2023
Q1 | $5.53M | Buy |
23,473
+200
| +0.9% | +$47.1K | 1.65% | 18 |
|
|
2022
Q4 | $5.14M | Buy |
+23,273
| New | +$5.14M | 1.59% | 18 |
|