Legacy Wealth Management (Tennessee)’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $264M | Sell |
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|
2025
Q2 | $247M | Sell |
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|
2025
Q1 | $233M | Sell |
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|
2024
Q4 | $251M | Sell |
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|
2024
Q3 | $246M | Sell |
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|
2024
Q2 | $234M | Sell |
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|
2024
Q1 | $227M | Sell |
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|
2023
Q4 | $209M | Sell |
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|
2023
Q3 | $189M | Sell |
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|
2023
Q2 | $197M | Sell |
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|
2023
Q1 | $184M | Sell |
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|
2022
Q4 | $173M | Sell |
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|
2022
Q3 | $165M | Sell |
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|
2022
Q2 | $175M | Sell |
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|
2022
Q1 | $213M | Sell |
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|
2021
Q4 | $234M | Sell |
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|
2021
Q3 | $218M | Sell |
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|
2021
Q2 | $223M | Sell |
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|
2021
Q1 | $212M | Sell |
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|
2020
Q4 | $220M | Sell |
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|
2020
Q3 | $199M | Sell |
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|
2020
Q2 | $184M | Sell |
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|
2020
Q1 | $159M | Sell |
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|
2019
Q4 | $203M | Sell |
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|
2019
Q3 | $191M | Sell |
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|
2019
Q2 | $191M | Sell |
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|
2019
Q1 | $187M | Sell |
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|
2018
Q4 | $171M | Sell |
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|
2018
Q3 | $214M | Sell |
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|
2018
Q2 | $209M | Sell |
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|
2018
Q1 | $211M | Sell |
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|
2017
Q4 | $267M | Sell |
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|
2017
Q3 | $255M | Buy |
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|
2017
Q2 | $246M | Buy |
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|
2017
Q1 | $236M | Buy |
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|
2016
Q4 | $223M | Sell |
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|
2016
Q3 | $218M | Sell |
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|
2016
Q2 | $219M | Sell |
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|
2016
Q1 | $216M | Buy |
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|
2015
Q4 | $210M | Buy |
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|
2015
Q3 | $163M | Sell |
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|
2015
Q2 | $177M | Sell |
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|
2015
Q1 | $178M | Sell |
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|
2014
Q4 | $193M | Buy |
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|
2014
Q3 | $146M | Sell |
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|
2014
Q2 | $148M | Sell |
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|
2014
Q1 | $142M | Buy |
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|
2013
Q4 | $108M | Sell |
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|
2013
Q3 | $99.7M | Sell |
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|
2013
Q2 | $95.6M | Buy |
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