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

Legacy Wealth Management (Tennessee)’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 		$288M Sell
702,613
-5,589
-0.8% -$2.22M 15.05% 2
2026
Q1 		$253M Sell
708,202
-2,273
-0.3% -$847K 14.73% 2
2025
Q4 		$265M Sell
710,475
-12,117
-2% -$4.49M 15.29% 2
2025
Q3 		$264M Sell
722,592
-6,258
-0.9% -$2.2M 15.55% 2
2025
Q2 		$247M Sell
728,850
-29,478
-4% -$9.25M 15.39% 2
2025
Q1 		$233M Sell
758,328
-19,371
-2% -$6.26M 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% -$1.64M 15.92% 2
2024
Q2 		$234M Sell
787,019
-1,773
-0.2% -$509K 16.95% 2
2024
Q1 		$227M Sell
788,792
-8,529
-1% -$2.34M 16.75% 2
2023
Q4 		$209M Sell
797,321
-6,077
-0.8% -$1.49M 16.56% 2
2023
Q3 		$189M Sell
803,398
-6,869
-0.8% -$1.68M 16.49% 2
2023
Q2 		$197M Sell
810,267
-4,475
-0.5% -$1.03M 16.72% 2
2023
Q1 		$184M Sell
814,742
-8,550
-1% -$1.88M 16.41% 2
2022
Q4 		$173M Sell
823,292
-11,990
-1% -$2.54M 16.58% 3
2022
Q3 		$165M Sell
835,282
-9,187
-1% -$2.01M 17.12% 3
2022
Q2 		$175M Sell
844,469
-9,020
-1% -$2.04M 21.45% 2
2022
Q1 		$213M Sell
853,489
-29,885
-3% -$7.38M 25.47% 1
2021
Q4 		$234M Sell
883,374
-19,814
-2% -$5.1M 26.79% 1
2021
Q3 		$218M Sell
903,188
-19,113
-2% -$4.75M 27.39% 1
2021
Q2 		$223M Sell
922,301
-26,423
-3% -$6.23M 28% 1
2021
Q1 		$212M Sell
948,724
-91,721
-9% -$20.1M 28.35% 1
2020
Q4 		$220M Sell
1,040,445
-20,997
-2% -$4.19M 29.26% 1
2020
Q3 		$199M Sell
1,061,442
-10,827
-1% -$2M 30.35% 1
2020
Q2 		$184M Sell
1,072,269
-51,087
-5% -$8.27M 30.06% 1
2020
Q1 		$159M Sell
1,123,356
-15,326
-1% -$2.59M 28.88% 2
2019
Q4 		$203M Sell
1,138,682
-23,861
-2% -$4.07M 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% -$2.17M 34.48% 1
2019
Q1 		$187M Sell
1,188,432
-45,616
-4% -$6.9M 36.4% 1
2018
Q4 		$171M Sell
1,234,048
-90,088
-7% -$13.5M 37.65% 1
2018
Q3 		$214M Sell
1,324,136
-48,023
-3% -$7.62M 42.92% 1
2018
Q2 		$209M Sell
1,372,159
-67,942
-5% -$10.2M 48.99% 1
2018
Q1 		$211M Sell
1,440,101
-357,788
-20% -$54.4M 51.87% 1
2017
Q4 		$267M Sell
1,797,889
-26,358
-1% -$3.82M 64.29% 1
2017
Q3 		$255M Buy
1,824,247
+3,033
+0.2% +$416K 64.95% 1
2017
Q2 		$246M Buy
1,821,214
+20,082
+1% +$2.68M 59.55% 1
2017
Q1 		$236M Buy
1,801,132
+9,232
+0.5% +$1.2M 59.35% 1
2016
Q4 		$223M Sell
1,791,900
-19,348
-1% -$2.35M 58.54% 1
2016
Q3 		$218M Sell
1,811,248
-65,689
-3% -$7.9M 59.48% 1
2016
Q2 		$219M Sell
1,876,937
-20,445
-1% -$2.36M 64.84% 1
2016
Q1 		$216M Buy
1,897,382
+48,294
+3% +$5.22M 65.09% 1
2015
Q4 		$210M Buy
1,849,088
+324,436
+21% +$37.1M 58.78% 1
2015
Q3 		$163M Sell
1,524,652
-3,175
-0.2% -$361K 62.33% 1
2015
Q2 		$177M Sell
1,527,827
-6,413
-0.4% -$756K 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% +$39.4M 69.06% 1
2014
Q3 		$146M Sell
1,329,019
-14,596
-1% -$1.61M 70.77% 1
2014
Q2 		$148M Sell
1,343,615
-9,706
-0.7% -$1.03M 69.6% 1
2014
Q1 		$142M Buy
1,353,321
+305,059
+29% +$31.4M 68.93% 1
2013
Q4 		$108M Sell
1,048,262
-10,353
-1% -$1.02M 54.97% 1
2013
Q3 		$99.7M Sell
1,058,615
-4,391
-0.4% -$410K 56.58% 1
2013
Q2 		$95.6M Buy
+1,063,006
New +$95.2M 56.7% 1

Other funds holding IWB

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

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

Legacy Wealth Management (Tennessee) reduced its iShares Russell 1000 ETF (IWB) stake by 0.79% in Q2 2026, selling an estimated $2.22M and leaving 702,613 shares worth $288M. The position accounts for 15.05% of the portfolio, ranked #2.

Legacy Wealth Management (Tennessee) first reported a position in IWB in Q2 2013 and has held it in 53 quarters since. 462 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Legacy Wealth Management (Tennessee) held 702,613 shares of iShares Russell 1000 ETF worth $288M as of Q2 2026.
  • Legacy Wealth Management (Tennessee) sold 5,589 iShares Russell 1000 ETF shares in Q2 2026, an estimated $2.22M.
  • iShares Russell 1000 ETF made up 15.05% of Legacy Wealth Management (Tennessee)'s portfolio in Q2 2026, its #2 holding.
  • Legacy Wealth Management (Tennessee) first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 53 quarters since.
  • 462 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q2 2026, filed 9 Jul 2026.