LB
IWM icon

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

Legacy Bridge’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 		$2.73M Hold
9,076
– – 0.84% 37
2026
Q1 		$2.25M Buy
9,076
+162
+2% +$41.8K 0.86% 33
2025
Q4 		$2.19M Sell
8,914
-65
-0.7% -$16K 0.89% 30
2025
Q3 		$2.17M Buy
8,979
+85
+1% +$19.5K 0.9% 30
2025
Q2 		$1.92M Sell
8,894
-365
-4% -$73.5K 0.91% 31
2025
Q1 		$1.85M Buy
9,259
+719
+8% +$156K 1.03% 28
2024
Q4 		$1.89M Buy
8,540
+15
+0.2% +$3.42K 0.98% 27
2024
Q3 		$1.88M Sell
8,525
-5
-0.1% -$1.07K 1.01% 28
2024
Q2 		$1.73M Hold
8,530
– – 1.02% 30
2024
Q1 		$1.79M Buy
8,530
+1
+0% +$199 1.05% 24
2023
Q4 		$1.71M Sell
8,529
-50
-0.6% -$8.96K 1.11% 21
2023
Q3 		$1.52M Hold
8,579
– – 1.08% 25
2023
Q2 		$1.61M Buy
8,579
+875
+11% +$156K 1.07% 24
2023
Q1 		$1.37M Hold
7,704
– – 0.96% 33
2022
Q4 		$1.34M Sell
7,704
-30
-0.4% -$5.33K 0.95% 31
2022
Q3 		$1.27M Hold
7,734
– – 1.02% 23
2022
Q2 		$1.31M Hold
7,734
– – 0.97% 25
2022
Q1 		$1.59M Hold
7,734
– – 0.93% 29
2021
Q4 		$1.72M Buy
7,734
+100
+1% +$22.6K 0.9% 31
2021
Q3 		$1.67M Buy
7,634
+83
+1% +$18.4K 0.96% 22
2021
Q2 		$1.73M Sell
7,551
-25
-0.3% -$5.62K 0.98% 22
2021
Q1 		$1.67M Buy
7,576
+615
+9% +$134K 1.08% 18
2020
Q4 		$1.36M Buy
6,961
+400
+6% +$70K 0.99% 28
2020
Q3 		$983K Buy
6,561
+113
+2% +$17K 0.9% 35
2020
Q2 		$923K Buy
6,448
+60
+0.9% +$7.87K 1.02% 24
2020
Q1 		$731K Sell
6,388
-2,697
-30% -$402K 0.92% 30
2019
Q4 		$1.5M Buy
9,085
+99
+1% +$15.6K 1.25% 10
2019
Q3 		$1.36M Sell
8,986
-118
-1% -$18K 1.3% 10
2019
Q2 		$1.42M Hold
9,104
– – 1.37% 8
2019
Q1 		$1.39M Hold
9,104
– – 1.44% 7
2018
Q4 		$1.22M Buy
+9,104
New +$1.36M 1.51% 7

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Legacy Bridge's IWM Position: Q2 2026 in Review

Legacy Bridge held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 9,076 shares worth $2.73M. The position accounts for 0.84% of the portfolio, ranked #37.

Legacy Bridge first reported a position in IWM in Q4 2018 and has held it in 31 quarters since. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Legacy Bridge held 9,076 shares of iShares Russell 2000 ETF worth $2.73M as of Q2 2026.
  • Legacy Bridge left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.84% of Legacy Bridge's portfolio in Q2 2026, its #37 holding.
  • Legacy Bridge first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 31 quarters since.
  • 2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Legacy Bridge's 13F filing for Q2 2026, filed 13 Aug 2026.