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Legacy Advisory Services’s iShares Russell 2000 ETF IWM Stock Holding History

Legacy Advisory Services’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.51M Sell
16,250
-1,856
-10% -$401K 2.78% 9
2025
Q1 		$3.61M Buy
+18,106
New +$3.61M 3.05% 10