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

Legacy Wealth Management (Tennessee)’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$365K Sell
1,504
-480
-24% -$112K 0.02% 24
2026
Q1 		$424K Hold
1,984
– – 0.02% 23
2025
Q4 		$417K Buy
1,984
+480
+32% +$99.1K 0.02% 24
2025
Q3 		$306K Sell
1,504
-23
-2% -$4.58K 0.02% 26
2025
Q2 		$297K Hold
1,527
– – 0.02% 27
2025
Q1 		$287K Buy
1,527
+23
+2% +$4.38K 0.02% 35
2024
Q4 		$278K Hold
1,504
– – 0.02% 37
2024
Q3 		$285K Hold
1,504
– – 0.02% 38
2024
Q2 		$262K Hold
1,504
– – 0.02% 21
2024
Q1 		$269K Hold
1,504
– – 0.02% 22
2023
Q4 		$249K Hold
1,504
– – 0.02% 20
2023
Q3 		$228K Hold
1,504
– – 0.02% 19
2023
Q2 		$237K Hold
1,504
– – 0.02% 19
2023
Q1 		$229K Hold
1,504
– – 0.02% 19
2022
Q4 		$228K Sell
1,504
-5
-0.3% -$748 0.02% 19
2022
Q3 		$205K Buy
+1,509
New +$227K 0.02% 19
2017
Q1 		– Sell
-1,146
Closed -$128K – 39
2016
Q4 		$128K Buy
+1,146
New +$124K 0.03% 13

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

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

Legacy Wealth Management (Tennessee) reduced its iShares Russell 1000 Value ETF (IWD) stake by 24% in Q2 2026, selling an estimated $112K and leaving 1,504 shares worth $365K. The position accounts for 0.02% of the portfolio, ranked #24.

Legacy Wealth Management (Tennessee) first reported a position in IWD in Q4 2016 and has held it in 17 quarters since. The position peaked at $424K in Q1 2026. 437 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Legacy Wealth Management (Tennessee) held 1,504 shares of iShares Russell 1000 Value ETF worth $365K as of Q2 2026.
  • Legacy Wealth Management (Tennessee) sold 480 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $112K.
  • iShares Russell 1000 Value ETF made up 0.02% of Legacy Wealth Management (Tennessee)'s portfolio in Q2 2026, its #24 holding.
  • Legacy Wealth Management (Tennessee) first reported a position in iShares Russell 1000 Value ETF in Q4 2016 and has held it in 17 quarters since.
  • Legacy Wealth Management (Tennessee)'s iShares Russell 1000 Value ETF position peaked at $424K in Q1 2026.
  • 437 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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