Legacy Wealth Management (Tennessee)’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Hold |
1,527
| – | – | 0.02% | 27 |
|
|
2025
Q1 | $287K | Buy |
1,527
+23
| +2% | +$4.33K | 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% | -$758 | 0.02% | 19 |
|
|
2022
Q3 | $205K | Buy |
+1,509
| New | +$205K | 0.02% | 19 |
|
|
2017
Q1 | – | Sell |
-1,146
| Closed | -$128K | – | 39 |
|
|
2016
Q4 | $128K | Buy |
+1,146
| New | +$128K | 0.03% | 13 |
|