Legacy Wealth Management (Tennessee)’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $541K | Hold |
1,274
| – | – | 0.03% | 23 |
|
|
2025
Q1 | $460K | Buy |
1,274
+14
| +1% | +$5.06K | 0.03% | 26 |
|
|
2024
Q4 | $506K | Hold |
1,260
| – | – | 0.03% | 27 |
|
|
2024
Q3 | $473K | Hold |
1,260
| – | – | 0.03% | 27 |
|
|
2024
Q2 | $459K | Sell |
1,260
-23
| -2% | -$8.38K | 0.03% | 20 |
|
|
2024
Q1 | $432K | Sell |
1,283
-161
| -11% | -$54.3K | 0.03% | 20 |
|
|
2023
Q4 | $438K | Buy |
1,444
+95
| +7% | +$28.8K | 0.03% | 19 |
|
|
2023
Q3 | $359K | Hold |
1,349
| – | – | 0.03% | 17 |
|
|
2023
Q2 | $371K | Hold |
1,349
| – | – | 0.03% | 16 |
|
|
2023
Q1 | $330K | Sell |
1,349
-220
| -14% | -$53.8K | 0.03% | 16 |
|
|
2022
Q4 | $336K | Sell |
1,569
-301
| -16% | -$64.5K | 0.03% | 18 |
|
|
2022
Q3 | $393K | Buy |
1,870
+28
| +2% | +$5.88K | 0.04% | 17 |
|
|
2022
Q2 | $403K | Buy |
1,842
+474
| +35% | +$104K | 0.05% | 19 |
|
|
2022
Q1 | $380K | Sell |
1,368
-52
| -4% | -$14.4K | 0.05% | 16 |
|
|
2021
Q4 | $434K | Hold |
1,420
| – | – | 0.05% | 15 |
|
|
2021
Q3 | $389K | Hold |
1,420
| – | – | 0.05% | 14 |
|
|
2021
Q2 | $386K | Buy |
1,420
+146
| +11% | +$39.7K | 0.05% | 14 |
|
|
2021
Q1 | $310K | Hold |
1,274
| – | – | 0.04% | 14 |
|
|
2020
Q4 | $307K | Hold |
1,274
| – | – | 0.04% | 13 |
|
|
2020
Q3 | $276K | Hold |
1,274
| – | – | 0.04% | 13 |
|
|
2020
Q2 | $245K | Buy |
+1,274
| New | +$245K | 0.04% | 13 |
|
|
2020
Q1 | – | Sell |
-1,274
| Closed | -$224K | – | 13 |
|
|
2019
Q4 | $224K | Sell |
1,274
-532
| -29% | -$93.5K | 0.03% | 13 |
|
|
2019
Q3 | $288K | Buy |
1,806
+266
| +17% | +$42.4K | 0.05% | 12 |
|
|
2019
Q2 | $242K | Buy |
+1,540
| New | +$242K | 0.04% | 12 |
|
|
2017
Q1 | – | Sell |
-974
| Closed | -$102K | – | 40 |
|
|
2016
Q4 | $102K | Buy |
+974
| New | +$102K | 0.03% | 15 |
|