My Legacy Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

My Legacy Advisors’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$226K	Buy	+657	New	+$206K	0.08%	199

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

My Legacy Advisors's IWB Position: Q2 2025 in Review

My Legacy Advisors opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2025: 657 shares worth $226K. The stake represents 0.08% of the portfolio and ranks #199 among its holdings.

1,388 funds tracked by Wall St. Rank hold IWB as of Q2 2025.

My Legacy Advisors held 657 shares of iShares Russell 1000 ETF worth $226K as of Q2 2025.
iShares Russell 1000 ETF was a new My Legacy Advisors position in Q2 2025.
iShares Russell 1000 ETF made up 0.08% of My Legacy Advisors's portfolio in Q2 2025, its #199 holding.
1,388 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.