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

Legacy Wealth Management (Idaho)’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$6.8K Sell
35
-63
-64% -$12.2K ﹤0.01% 359
2025
Q1 		$18.4K Buy
98
+61
+165% +$11.5K 0.01% 258
2024
Q4 		$7.15K Buy
+37
New +$7.15K ﹤0.01% 335