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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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. 2,732 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.
2,732 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.