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Legacy Wealth Management, Inc Buys Schwab U.S. Small-Cap, iShares Russell 1000 Growth

July 17, 2019 | About:

Memphis, TN, based Investment company Legacy Wealth Management, Inc (Current Portfolio) buys Schwab U.S. Small-Cap, iShares Russell 1000 Growth during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Legacy Wealth Management, Inc. As of 2019Q2, Legacy Wealth Management, Inc owns 11 stocks with a total value of $392 million. These are the details of the buys and sells.

For the details of Legacy Wealth Management, Inc's stock buys and sells, go to https://www.gurufocus.com/guru/legacy+wealth+management%2C+inc/current-portfolio/portfolioportfolio

These are the top 5 holdings of Legacy Wealth Management, Inc
  1. iShares Russell 1000 (IWB) - 1,174,909 shares, 48.80% of the total portfolio. Shares reduced by 1.14%
  2. iShares Core S&P Mid-Cap (IJH) - 337,442 shares, 16.73% of the total portfolio. Shares added by 3.26%
  3. Schwab U.S. Mid Cap (SCHM) - 985,907 shares, 14.36% of the total portfolio. Shares added by 6.23%
  4. iShares Core S&P Small-Cap (IJR) - 620,789 shares, 12.40% of the total portfolio. Shares added by 13.50%
  5. iShares Russell 2000 (IWM) - 116,669 shares, 4.63% of the total portfolio. Shares reduced by 1.68%
New Purchase: iShares Russell 1000 Growth (IWF)

Legacy Wealth Management, Inc initiated holding in iShares Russell 1000 Growth. The purchase prices were between $145.76 and $159.39, with an estimated average price of $154.42. The stock is now traded at around $162.61. The impact to a portfolio due to this purchase was 0.06%. The holding were 1,540 shares as of .

Added: Schwab U.S. Small-Cap (SCHA)

Legacy Wealth Management, Inc added to a holding in Schwab U.S. Small-Cap by 47.43%. The purchase prices were between $67.1 and $73.46, with an estimated average price of $70.71. The stock is now traded at around $71.86. The impact to a portfolio due to this purchase was 0.15%. The holding were 25,636 shares as of .



Here is the complete portfolio of Legacy Wealth Management, Inc. Also check out:

1. Legacy Wealth Management, Inc's Undervalued Stocks
2. Legacy Wealth Management, Inc's Top Growth Companies, and
3. Legacy Wealth Management, Inc's High Yield stocks
4. Stocks that Legacy Wealth Management, Inc keeps buying

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