IWB — ISHARES TR INDEX RUSSELL 1000

Ownership history in Legacy Wealth Management, Inc  ·  64 quarters on record

This page tracks every 13F SEC filing in which Legacy Wealth Management, Inc reported a position in ISHARES TR INDEX RUSSELL 1000 (IWB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
73.86% (2015 Q1)
Avg. % of fund
32.25%
First filed
2010 Q1
Last filed
2025 Q4
Quarters held
64
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 710,475 -12,117 -1.7% 15.29% $265.3M $373.44
2025 Q3 REDUCED 722,592 -6,258 -0.9% 15.55% $264.1M $364.40
2025 Q2 REDUCED 728,850 -29,478 -3.9% 15.39% $247.5M $337.67
2025 Q1 REDUCED 758,328 -19,371 -2.5% 15.50% $232.6M $304.25
60 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWB price (monthly, adj. close)

Other funds also holding IWB

As of 2025 Q4 — sorted by position size

FIDUCIARY COUNSELLING INC 3Y 7Y 32.16% MPS Loria Financial Planners, LLC 3Y 7Y 32.02% Brewster Financial Planning LLC 3Y 26.95% HOGE FINANCIAL SERVICES, LLC 23.12% RED CEDAR INVESTMENT MANAGEMENT, LLC 3Y 7Y 16.51% SENTINEL WEALTH MANAGEMENT, INC. 16.07% Gray Private Wealth, LLC 15.57% Arbor Investment Advisors, LLC 3Y 7Y 14.31% Millburn Ridgefield LLC /DE/ 3Y 7Y 13.01% Capstone Financial Advisors, Inc. 3Y 7Y 12.9%
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