Legacy Wealth Management, Inc Buys Schwab U.S. Small-Cap, iShares Core S&P Mid-Cap, Sells iShares Core S&P Small-Cap, iShares Core S&P 500, iShares Russell 1000 Growth

Apr 09, 2020

Memphis, TN, based Investment company Legacy Wealth Management, Inc (Current Portfolio) buys Schwab U.S. Small-Cap, iShares Core S&P Mid-Cap, sells iShares Core S&P Small-Cap, iShares Core S&P 500, iShares Russell 1000 Growth, Schwab U.S. Broad Market during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Legacy Wealth Management, Inc. As of 2020Q1, Legacy Wealth Management, Inc owns 10 stocks with a total value of $385 million. These are the details of the buys and sells.

Added Positions: SCHA, IJH, SCHM,
Reduced Positions: IJR, IWB, IWM, SCHX, SCHB, VTI,
Sold Out: IVV, IWF,

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/portfolio

These are the top 5 holdings of Legacy Wealth Management, Inc

iShares Russell 1000 (IWB) - 1,123,356 shares, 41.29% of the total portfolio. Shares reduced by 1.35%
iShares Core S&P Mid-Cap (IJH) - 589,518 shares, 22.02% of the total portfolio. Shares added by 26.82%
Schwab U.S. Mid Cap (SCHM) - 1,616,954 shares, 17.70% of the total portfolio. Shares added by 12.95%
Schwab U.S. Small-Cap (SCHA) - 573,211 shares, 7.67% of the total portfolio. Shares added by 1903.60%
iShares Core S&P Small-Cap (IJR) - 431,907 shares, 6.29% of the total portfolio. Shares reduced by 36.92%

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

Legacy Wealth Management, Inc added to a holding in Schwab U.S. Small-Cap by 1903.60%. The purchase prices were between $44.57 and $77.39, with an estimated average price of $68.72. The stock is now traded at around $55.78. The impact to a portfolio due to this purchase was 7.29%. The holding were 573,211 shares as of .

Added: iShares Core S&P Mid-Cap (IJH)

Legacy Wealth Management, Inc added to a holding in iShares Core S&P Mid-Cap by 26.82%. The purchase prices were between $121.03 and $209.33, with an estimated average price of $184.86. The stock is now traded at around $158.34. The impact to a portfolio due to this purchase was 4.66%. The holding were 589,518 shares as of .

Sold Out: iShares Core S&P 500 (IVV)

Legacy Wealth Management, Inc sold out a holding in iShares Core S&P 500. The sale prices were between $223.25 and $337.76, with an estimated average price of $304.65.

Sold Out: iShares Russell 1000 Growth (IWF)

Legacy Wealth Management, Inc sold out a holding in iShares Russell 1000 Growth. The sale prices were between $131.24 and $191.72, with an estimated average price of $171.91.

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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