Legacy Wealth Management (Tennessee)’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $306K | Sell |
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|
2025
Q2 | $297K | Hold |
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|
2025
Q1 | $287K | Buy |
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|
2024
Q4 | $278K | Hold |
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|
2024
Q3 | $285K | Hold |
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|
2024
Q2 | $262K | Hold |
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|
2024
Q1 | $269K | Hold |
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|
2023
Q4 | $249K | Hold |
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|
2023
Q3 | $228K | Hold |
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|
2023
Q2 | $237K | Hold |
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|
2023
Q1 | $229K | Hold |
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|
2022
Q4 | $228K | Sell |
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|
2022
Q3 | $205K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $128K | Buy |
|