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Legacy Capital Group California’s iShares Russell 2000 ETF IWM Stock Holding History

Legacy Capital Group California’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
2023
Q4 		– Sell
-1,182
Closed -$209K – 290
2023
Q3 		$209K Buy
1,182
+4
+0.3% +$751 0.09% 258
2023
Q2 		$221K Sell
1,178
-8,162
-87% -$1.46M 0.09% 245
2023
Q1 		$1.67M Buy
+9,340
New +$1.72M 0.81% 20

Other funds holding IWM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Legacy Capital Group California's IWM Position: Q4 2023 in Review

Legacy Capital Group California sold out of iShares Russell 2000 ETF (IWM) in Q4 2023, closing a stake of 1,182 shares — an estimated $209K sold.

Legacy Capital Group California first reported a position in IWM in Q1 2023 and held it in 3 quarters. The position peaked at $1.67M in Q1 2023. 2,211 funds tracked by Wall St. Rank hold IWM as of Q4 2023.

  • Legacy Capital Group California reported no remaining iShares Russell 2000 ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Capital Group California sold 1,182 iShares Russell 2000 ETF shares in Q4 2023, an estimated $209K.
  • Legacy Capital Group California first reported a position in iShares Russell 2000 ETF in Q1 2023 and held it in 3 quarters.
  • Legacy Capital Group California's iShares Russell 2000 ETF position peaked at $1.67M in Q1 2023.
  • 2,211 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2023.

Based on Legacy Capital Group California's 13F filing for Q4 2023, filed 8 Feb 2024.