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Family Legacy Financial Solutions’s iShares Russell 2000 ETF IWM Stock Holding History

Family Legacy Financial Solutions’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$177K Buy
+588
New +$165K 0.11% 50
2025
Q4 		– Sell
-588
Closed -$142K – 138
2025
Q3 		$142K Sell
588
-9
-2% -$2.06K 0.11% 61
2025
Q2 		$129K Buy
+597
New +$120K 0.11% 62

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Family Legacy Financial Solutions's IWM Position: Q2 2026 in Review

Family Legacy Financial Solutions opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 588 shares worth $177K. The stake represents 0.11% of the portfolio and ranks #50 among its holdings. This is a return to the name: Family Legacy Financial Solutions previously reported a position in IWM as recently as Q3 2025.

Family Legacy Financial Solutions first reported a position in IWM in Q2 2025 and has held it in 3 quarters since. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Family Legacy Financial Solutions held 588 shares of iShares Russell 2000 ETF worth $177K as of Q2 2026.
  • iShares Russell 2000 ETF was a new Family Legacy Financial Solutions position in Q2 2026.
  • iShares Russell 2000 ETF made up 0.11% of Family Legacy Financial Solutions's portfolio in Q2 2026, its #50 holding.
  • Family Legacy Financial Solutions first reported a position in iShares Russell 2000 ETF in Q2 2025 and has held it in 3 quarters since.
  • 2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Family Legacy Financial Solutions's 13F filing for Q2 2026, filed 14 Jul 2026.