Legacy Capital Wealth Partners, LLC Ishares Russell 1000 Val ETF Transaction History

Legacy Capital Wealth Partners, LLC

  • $458 Million
  • Q4 2025

A detailed history of Legacy Capital Wealth Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 4,288 shares of IWD stock, worth $878,139. This represents 0.19% of its overall portfolio holdings.

Number of Shares
4,288
Previous 5,532 22.49%
Holding current value
$878,139
Previous $1.13 Million 22.02%
% of portfolio
0.19%
Previous 0.24%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026
SELL
$199.44 - $208.01 $248,103 - $258,764
-1,244 Reduced 22.49%
4,288 $878,000
Q3 2025

Nov 13, 2025
BUY
$192.76 - $203.86 $434,288 - $459,296
2,253 Added 68.71%
5,532 $1.13 Million
Q2 2025

Aug 13, 2025
BUY
$166.82 - $194.23 $547,002 - $636,880
3,279 New
3,279 $636,000
Q4 2024

Jan 30, 2025
BUY
$183.23 - $199.79 $1.04 Million - $1.13 Million
5,667 New
5,667 $1.05 Million

Others Institutions Holding IWD

# of Institutions
2,039
Shares Held
262M
Call Options Held
442K
Put Options Held
5.38M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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