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Legacy Wealth Asset Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Legacy Wealth Asset Management’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 		– Sell
-1,148
Closed -$241K – 384
2025
Q4 		$241K Buy
+1,148
New +$237K 0.06% 340
2022
Q1 		– Sell
-1,285
Closed -$216K – 332
2021
Q4 		$216K Buy
+1,285
New +$211K 0.07% 296

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Legacy Wealth Asset Management's IWD Position: Q1 2026 in Review

Legacy Wealth Asset Management sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2026, closing a stake of 1,148 shares — an estimated $241K sold.

Legacy Wealth Asset Management first reported a position in IWD in Q4 2021 and held it in 2 quarters. The position peaked at $241K in Q4 2025. 1,904 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Legacy Wealth Asset Management reported no remaining iShares Russell 1000 Value ETF position as of Q1 2026 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 1,148 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $241K.
  • Legacy Wealth Asset Management first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and held it in 2 quarters.
  • Legacy Wealth Asset Management's iShares Russell 1000 Value ETF position peaked at $241K in Q4 2025.
  • 1,904 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.