Legacy Financial Group LLC Russell Micro Cap ETF Transaction History

Legacy Financial Group LLC

$567 Million
Q1 2025

A detailed history of Legacy Financial Group LLC transactions in Russell Micro Cap ETF stock. As of the latest transaction made, Legacy Financial Group LLC holds 4,508 shares of IWC stock, worth $471,356. This represents 0.09% of its overall portfolio holdings.

Number of Shares

4,508

Previous 4,765 5.39%

Holding current value

$471,356

Previous $621,000 18.52%

% of portfolio

0.09%

Previous 0.12%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	SELL	$110.91 - $133.46 $28,503 - $34,299	-257 Reduced 5.39%	4,508 $506,000
Q4 2024 Jan 21, 2025	BUY	$120.3 - $138.84 $573,229 - $661,572	4,765 New	4,765 $621,000
Q2 2024 Jul 17, 2024	SELL	$109.35 - $119.81 $11,372 - $12,460	-104 Reduced 2.24%	4,532 $517 Million
Q1 2024 Apr 10, 2024	BUY	$109.23 - $121.19 $506,390 - $561,836	4,636 New	4,636 $562 Million
Q3 2023 Oct 24, 2023	BUY	$99.15 - $115.3 $507,251 - $589,874	5,116 New	5,116 $512,000
Q3 2021 Oct 22, 2021	SELL	$136.87 - $153.98 $1.38 Million - $1.55 Million	-10,094 Closed	0 $0
Q2 2021 Jul 20, 2021	SELL	$136.95 - $157.3 $271,845 - $312,240	-1,985 Reduced 16.43%	10,094 $1.54 Million
Q1 2021 Apr 26, 2021	SELL	$117.96 - $158.51 $387,026 - $520,071	-3,281 Reduced 21.36%	12,079 $1.78 Million
Q4 2020 Jan 28, 2021	BUY	$91.79 - $121.66 $1.41 Million - $1.87 Million	15,360 New	15,360 $1.82 Million

Others Institutions Holding IWC

# of Institutions

258

Shares Held

4.2M

Call Options Held

12.4K

Put Options Held

View Full List

About RUSSELL MICRO CAP ETF

Ticker IWC
Sector ETFs
Industry ETFs

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Legacy Financial Group LLC Russell Micro Cap ETF Transaction History