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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.62M	Sell	5,826 -11,323	-66%	-$3.33M	1.16%	22
2026 Q2	$5.15M	Sell	17,149 -95	-0.6%	-$26.7K	3.63%	8
2026 Q1	$4.28M	Buy	17,244 +820	+5%	+$212K	3.27%	8
2025 Q4	$4.04M	Hold	16,424	–	–	3.04%	9
2025 Q3	$3.97M	Buy	16,424 +174	+1%	+$39.9K	2.99%	9
2025 Q2	$3.51M	Sell	16,250 -1,856	-10%	-$373K	2.78%	9
2025 Q1	$3.61M	Buy	18,106 +759	+4%	+$165K	3.05%	10
2024 Q4	$3.83M	Buy	17,347 +1,537	+10%	+$350K	3.27%	11
2024 Q3	$3.49M	Buy	+15,810	New	+$3.38M	3%	12

Other funds holding IWM

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Legacy Advisory Services's IWM Position: Q3 2026 in Review

Legacy Advisory Services reduced its iShares Russell 2000 ETF (IWM) stake by 66% in Q3 2026, selling an estimated $3.33M and leaving 5,826 shares worth $1.62M. The position accounts for 1.16% of the portfolio, ranked #22.

Legacy Advisory Services first reported a position in IWM in Q3 2024 and has held it in 9 quarters since. The position peaked at $5.15M in Q2 2026. 894 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Legacy Advisory Services held 5,826 shares of iShares Russell 2000 ETF worth $1.62M as of Q3 2026.
Legacy Advisory Services sold 11,323 iShares Russell 2000 ETF shares in Q3 2026, an estimated $3.33M.
iShares Russell 2000 ETF made up 1.16% of Legacy Advisory Services's portfolio in Q3 2026, its #22 holding.
Legacy Advisory Services first reported a position in iShares Russell 2000 ETF in Q3 2024 and has held it in 9 quarters since.
Legacy Advisory Services's iShares Russell 2000 ETF position peaked at $5.15M in Q2 2026.
894 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Legacy Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.