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Legacy Wealth Management (Idaho)’s iShares Russell 1000 ETF IWB Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$78.8K Sell
232
-422
-65% -$143K 0.04% 123
2025
Q1 		$201K Buy
+654
New +$201K 0.14% 66