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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
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

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 Advisory Services's IWM Position: Q2 2026 in Review

Legacy Advisory Services reduced its iShares Russell 2000 ETF (IWM) stake by 0.55% in Q2 2026, selling an estimated $26.7K and leaving 17,149 shares worth $5.15M. The position accounts for 3.63% of the portfolio, ranked #8.

Legacy Advisory Services first reported a position in IWM in Q3 2024 and has held it in 8 quarters since. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Legacy Advisory Services held 17,149 shares of iShares Russell 2000 ETF worth $5.15M as of Q2 2026.
  • Legacy Advisory Services sold 95 iShares Russell 2000 ETF shares in Q2 2026, an estimated $26.7K.
  • iShares Russell 2000 ETF made up 3.63% of Legacy Advisory Services's portfolio in Q2 2026, its #8 holding.
  • Legacy Advisory Services first reported a position in iShares Russell 2000 ETF in Q3 2024 and has held it in 8 quarters since.
  • 936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Legacy Advisory Services's 13F filing for Q2 2026, filed 21 Jul 2026.