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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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. 1,556 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.
1,556 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.