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

Legacy Wealth Management (Mississippi)’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$358K Sell
875
-25
-3% -$9.91K 0.09% 90
2026
Q1 		$321K Hold
900
– – 0.09% 86
2025
Q4 		$336K Buy
+900
New +$333K 0.09% 80
2025
Q3 		– Sell
-1,050
Closed -$357K – 96
2025
Q2 		$357K Hold
1,050
– – 0.11% 70
2025
Q1 		$322K Sell
1,050
-180
-15% -$58.2K 0.11% 76
2024
Q4 		$396K Sell
1,230
-100
-8% -$32.4K 0.16% 76
2024
Q3 		$418K Hold
1,330
– – 0.15% 78
2024
Q2 		$396K Sell
1,330
-350
-21% -$100K 0.17% 61
2024
Q1 		$484K Sell
1,680
-840
-33% -$230K 0.22% 60
2023
Q4 		$661K Sell
2,520
-265
-10% -$64.9K 0.32% 52
2023
Q3 		$654K Sell
2,785
-390
-12% -$95.5K 0.34% 53
2023
Q2 		$774K Hold
3,175
– – 0.39% 49
2023
Q1 		$715K Sell
3,175
-350
-10% -$77K 0.39% 49
2022
Q4 		$742K Buy
+3,525
New +$746K 0.44% 47
2020
Q1 		– Sell
-1,300
Closed -$232K – 109
2019
Q4 		$232K Buy
+1,300
New +$222K 0.2% 94

Other funds holding IWB

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s IWB Position: Q2 2026 in Review

Legacy Wealth Management (Mississippi) reduced its iShares Russell 1000 ETF (IWB) stake by 2.8% in Q2 2026, selling an estimated $9.91K and leaving 875 shares worth $358K. The position accounts for 0.09% of the portfolio, ranked #90.

Legacy Wealth Management (Mississippi) first reported a position in IWB in Q4 2019 and has held it in 15 quarters since. The position peaked at $774K in Q2 2023. 511 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Legacy Wealth Management (Mississippi) held 875 shares of iShares Russell 1000 ETF worth $358K as of Q2 2026.
  • Legacy Wealth Management (Mississippi) sold 25 iShares Russell 1000 ETF shares in Q2 2026, an estimated $9.91K.
  • iShares Russell 1000 ETF made up 0.09% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #90 holding.
  • Legacy Wealth Management (Mississippi) first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 15 quarters since.
  • Legacy Wealth Management (Mississippi)'s iShares Russell 1000 ETF position peaked at $774K in Q2 2023.
  • 511 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.