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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 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. 1,978 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.
1,978 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.