Legacy Wealth Management (Mississippi)’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $357K | Hold |
1,050
| – | – | 0.11% | 70 |
|
|
2025
Q1 | $322K | Sell |
1,050
-180
| -15% | -$55.2K | 0.11% | 76 |
|
|
2024
Q4 | $396K | Sell |
1,230
-100
| -8% | -$32.2K | 0.16% | 76 |
|
|
2024
Q3 | $418K | Hold |
1,330
| – | – | 0.15% | 78 |
|
|
2024
Q2 | $396K | Sell |
1,330
-350
| -21% | -$104K | 0.17% | 61 |
|
|
2024
Q1 | $484K | Sell |
1,680
-840
| -33% | -$242K | 0.22% | 60 |
|
|
2023
Q4 | $661K | Sell |
2,520
-265
| -10% | -$69.5K | 0.32% | 52 |
|
|
2023
Q3 | $654K | Sell |
2,785
-390
| -12% | -$91.6K | 0.34% | 53 |
|
|
2023
Q2 | $774K | Hold |
3,175
| – | – | 0.39% | 49 |
|
|
2023
Q1 | $715K | Sell |
3,175
-350
| -10% | -$78.8K | 0.39% | 49 |
|
|
2022
Q4 | $742K | Buy |
+3,525
| New | +$742K | 0.44% | 47 |
|
|
2020
Q1 | – | Sell |
-1,300
| Closed | -$232K | – | 109 |
|
|
2019
Q4 | $232K | Buy |
+1,300
| New | +$232K | 0.2% | 94 |
|