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Legacy Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Legacy Advisors’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 		$2.12M Buy
7,067
+1
+0% +$281 0.2% 65
2026
Q1 		$1.75M Sell
7,066
-504
-7% -$130K 0.21% 61
2025
Q4 		$1.86M Buy
7,570
+432
+6% +$106K 0.2% 62
2025
Q3 		$1.73M Buy
+7,138
New +$1.64M 0.21% 66
2025
Q2 		– Sell
-10,419
Closed -$2.08M – 207
2025
Q1 		$2.08M Sell
10,419
-267
-2% -$57.9K 0.21% 87
2024
Q4 		$2.36M Buy
10,686
+2,855
+36% +$651K 0.23% 73
2024
Q3 		$1.73M Buy
7,831
+1
+0% +$214 0.19% 93
2024
Q2 		$1.59M Sell
7,830
-19
-0.2% -$3.84K 0.19% 89
2024
Q1 		$1.65M Sell
7,849
-49
-0.6% -$9.78K 0.21% 89
2023
Q4 		$1.59M Buy
7,898
+1,187
+18% +$213K 0.2% 94
2023
Q3 		$1.19M Buy
6,711
+216
+3% +$40.5K 0.19% 105
2023
Q2 		$1.22M Buy
+6,495
New +$1.16M 0.18% 101
2023
Q1 		– Sell
-1,966
Closed -$343K – 261
2022
Q4 		$343K Sell
1,966
-118
-6% -$21K 0.06% 177
2022
Q3 		$344K Buy
+2,084
New +$380K 0.08% 161
2022
Q1 		– Sell
-1,108
Closed -$246K – 219
2021
Q4 		$246K Sell
1,108
-18
-2% -$4.07K 0.09% 112
2021
Q3 		$246K Sell
1,126
-45
-4% -$9.98K 0.1% 108
2021
Q2 		$269K Sell
1,171
-70
-6% -$15.7K 0.11% 101
2021
Q1 		$274K Sell
1,241
-181
-13% -$39.5K 0.12% 95
2020
Q4 		$279K Sell
1,422
-62
-4% -$10.8K 0.16% 87
2020
Q3 		$222K Sell
1,484
-921
-38% -$139K 0.15% 96
2020
Q2 		$344K Sell
2,405
-1,413
-37% -$185K 0.27% 66
2020
Q1 		$437K Sell
3,818
-3,883
-50% -$579K 0.44% 58
2019
Q4 		$1.28M Sell
7,701
-539
-7% -$85.2K 0.81% 30
2019
Q3 		$1.25M Buy
8,240
+1,187
+17% +$181K 0.93% 29
2019
Q2 		$1.1M Sell
7,053
-11,257
-61% -$1.74M 0.74% 31
2019
Q1 		$2.8M Buy
18,310
+8,852
+94% +$1.33M 0.91% 32
2018
Q4 		$1.27M Buy
9,458
+1,278
+16% +$191K 0.96% 30
2018
Q3 		$1.38M Buy
8,180
+2,173
+36% +$367K 0.68% 46
2018
Q2 		$984K Sell
6,007
-1,245
-17% -$199K 0.74% 32
2018
Q1 		$1.12M Buy
7,252
+661
+10% +$102K 0.82% 32
2017
Q4 		$1M Buy
6,591
+1,533
+30% +$230K 0.98% 24
2017
Q3 		$749K Buy
5,058
+1,778
+54% +$250K 0.83% 24
2017
Q2 		$462K Buy
3,280
+1,219
+59% +$169K 0.59% 29
2017
Q1 		$283K Sell
2,061
-15,150
-88% -$2.07M 0.38% 30
2016
Q4 		$137K Buy
+17,211
New +$2.2M 0.19% 56

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Legacy Advisors's IWM Position: Q2 2026 in Review

Legacy Advisors increased its iShares Russell 2000 ETF (IWM) stake by 0.01% in Q2 2026, buying an estimated $281 and bringing the position to 7,067 shares worth $2.12M. The position accounts for 0.2% of the portfolio, ranked #65.

Legacy Advisors first reported a position in IWM in Q4 2016 and has held it in 35 quarters since. The position peaked at $2.8M in Q1 2019. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Legacy Advisors held 7,067 shares of iShares Russell 2000 ETF worth $2.12M as of Q2 2026.
  • Legacy Advisors bought 1 iShares Russell 2000 ETF share in Q2 2026, an estimated $281.
  • iShares Russell 2000 ETF made up 0.2% of Legacy Advisors's portfolio in Q2 2026, its #65 holding.
  • Legacy Advisors first reported a position in iShares Russell 2000 ETF in Q4 2016 and has held it in 35 quarters since.
  • Legacy Advisors's iShares Russell 2000 ETF position peaked at $2.8M in Q1 2019.
  • 936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.