LWMT
Legacy Wealth Management (Tennessee)’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $247M | Sell |
728,850
-29,478
| -4% | -$10M | 15.39% | 2 |
|
|
2025
Q1 | $233M | Sell |
758,328
-19,371
| -2% | -$5.94M | 15.5% | 2 |
|
|
2024
Q4 | $251M | Sell |
777,699
-3,897
| -0.5% | -$1.26M | 16.08% | 2 |
|
|
2024
Q3 | $246M | Sell |
781,596
-5,423
| -0.7% | -$1.7M | 15.92% | 2 |
|
|
2024
Q2 | $234M | Sell |
787,019
-1,773
| -0.2% | -$528K | 16.95% | 2 |
|
|
2024
Q1 | $227M | Sell |
788,792
-8,529
| -1% | -$2.46M | 16.75% | 2 |
|
|
2023
Q4 | $209M | Sell |
797,321
-6,077
| -0.8% | -$1.59M | 16.56% | 2 |
|
|
2023
Q3 | $189M | Sell |
803,398
-6,869
| -0.8% | -$1.61M | 16.49% | 2 |
|
|
2023
Q2 | $197M | Sell |
810,267
-4,475
| -0.5% | -$1.09M | 16.72% | 2 |
|
|
2023
Q1 | $184M | Sell |
814,742
-8,550
| -1% | -$1.93M | 16.41% | 2 |
|
|
2022
Q4 | $173M | Sell |
823,292
-11,990
| -1% | -$2.52M | 16.58% | 3 |
|
|
2022
Q3 | $165M | Sell |
835,282
-9,187
| -1% | -$1.81M | 17.12% | 3 |
|
|
2022
Q2 | $175M | Sell |
844,469
-9,020
| -1% | -$1.87M | 21.45% | 2 |
|
|
2022
Q1 | $213M | Sell |
853,489
-29,885
| -3% | -$7.47M | 25.47% | 1 |
|
|
2021
Q4 | $234M | Sell |
883,374
-19,814
| -2% | -$5.24M | 26.79% | 1 |
|
|
2021
Q3 | $218M | Sell |
903,188
-19,113
| -2% | -$4.62M | 27.39% | 1 |
|
|
2021
Q2 | $223M | Sell |
922,301
-26,423
| -3% | -$6.4M | 28% | 1 |
|
|
2021
Q1 | $212M | Sell |
948,724
-91,721
| -9% | -$20.5M | 28.35% | 1 |
|
|
2020
Q4 | $220M | Sell |
1,040,445
-20,997
| -2% | -$4.45M | 29.26% | 1 |
|
|
2020
Q3 | $199M | Sell |
1,061,442
-10,827
| -1% | -$2.03M | 30.35% | 1 |
|
|
2020
Q2 | $184M | Sell |
1,072,269
-51,087
| -5% | -$8.77M | 30.06% | 1 |
|
|
2020
Q1 | $159M | Sell |
1,123,356
-15,326
| -1% | -$2.17M | 28.88% | 2 |
|
|
2019
Q4 | $203M | Sell |
1,138,682
-23,861
| -2% | -$4.26M | 30.82% | 1 |
|
|
2019
Q3 | $191M | Sell |
1,162,543
-12,366
| -1% | -$2.03M | 31.31% | 1 |
|
|
2019
Q2 | $191M | Sell |
1,174,909
-13,523
| -1% | -$2.2M | 34.48% | 1 |
|
|
2019
Q1 | $187M | Sell |
1,188,432
-45,616
| -4% | -$7.18M | 36.4% | 1 |
|
|
2018
Q4 | $171M | Sell |
1,234,048
-90,088
| -7% | -$12.5M | 37.65% | 1 |
|
|
2018
Q3 | $214M | Sell |
1,324,136
-48,023
| -3% | -$7.77M | 42.92% | 1 |
|
|
2018
Q2 | $209M | Sell |
1,372,159
-67,942
| -5% | -$10.3M | 48.99% | 1 |
|
|
2018
Q1 | $211M | Sell |
1,440,101
-357,788
| -20% | -$52.5M | 51.87% | 1 |
|
|
2017
Q4 | $267M | Sell |
1,797,889
-26,358
| -1% | -$3.92M | 64.29% | 1 |
|
|
2017
Q3 | $255M | Buy |
1,824,247
+3,033
| +0.2% | +$424K | 64.95% | 1 |
|
|
2017
Q2 | $246M | Buy |
1,821,214
+20,082
| +1% | +$2.72M | 59.55% | 1 |
|
|
2017
Q1 | $236M | Buy |
1,801,132
+9,232
| +0.5% | +$1.21M | 59.35% | 1 |
|
|
2016
Q4 | $223M | Sell |
1,791,900
-19,348
| -1% | -$2.41M | 58.54% | 1 |
|
|
2016
Q3 | $218M | Sell |
1,811,248
-65,689
| -3% | -$7.91M | 59.48% | 1 |
|
|
2016
Q2 | $219M | Sell |
1,876,937
-20,445
| -1% | -$2.39M | 64.84% | 1 |
|
|
2016
Q1 | $216M | Buy |
1,897,382
+48,294
| +3% | +$5.51M | 65.09% | 1 |
|
|
2015
Q4 | $210M | Buy |
1,849,088
+324,436
| +21% | +$36.8M | 58.78% | 1 |
|
|
2015
Q3 | $163M | Sell |
1,524,652
-3,175
| -0.2% | -$340K | 62.33% | 1 |
|
|
2015
Q2 | $177M | Sell |
1,527,827
-6,413
| -0.4% | -$744K | 72.64% | 1 |
|
|
2015
Q1 | $178M | Sell |
1,534,240
-145,964
| -9% | -$16.9M | 73.86% | 1 |
|
|
2014
Q4 | $193M | Buy |
1,680,204
+351,185
| +26% | +$40.3M | 69.06% | 1 |
|
|
2014
Q3 | $146M | Sell |
1,329,019
-14,596
| -1% | -$1.6M | 70.77% | 1 |
|
|
2014
Q2 | $148M | Sell |
1,343,615
-9,706
| -0.7% | -$1.07M | 69.6% | 1 |
|
|
2014
Q1 | $142M | Buy |
1,353,321
+305,059
| +29% | +$32M | 68.93% | 1 |
|
|
2013
Q4 | $108M | Sell |
1,048,262
-10,353
| -1% | -$1.07M | 54.97% | 1 |
|
|
2013
Q3 | $99.7M | Sell |
1,058,615
-4,391
| -0.4% | -$414K | 56.58% | 1 |
|
|
2013
Q2 | $95.6M | Buy |
+1,063,006
| New | +$95.6M | 56.7% | 1 |
|