Legacy Capital Wealth Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Legacy Capital Wealth Partners’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 Q1	$379K	Buy	1,528 +2	+0.1%	+$516	0.08%	257
2025 Q4	$376K	Buy	1,526 +4	+0.3%	+$983	0.08%	256
2025 Q3	$368K	Buy	1,522 +3	+0.2%	+$688	0.08%	267
2025 Q2	$328K	Sell	1,519 -1,006	-40%	-$202K	0.07%	287
2025 Q1	$504K	Buy	2,525 +1,075	+74%	+$233K	0.12%	181
2024 Q4	$320K	Buy	1,450 +170	+13%	+$38.8K	0.08%	262
2024 Q3	$283K	Buy	+1,280	New	+$274K	0.06%	283
2024 Q1	–	Sell	-2,245	Closed	-$451K	–	227
2023 Q4	$451K	Buy	2,245 +8	+0.4%	+$1.43K	0.13%	158
2023 Q3	$395K	Buy	+2,237	New	+$420K	0.11%	176
2023 Q2	–	Sell	-2,235	Closed	-$399K	–	134
2023 Q1	$399K	Buy	2,235 +956	+75%	+$176K	0.11%	164
2022 Q4	$223K	Hold	1,279	–	–	0.11%	55
2022 Q3	$211K	Sell	1,279 -7	-0.5%	-$1.28K	0.11%	52
2022 Q2	$218K	Buy	+1,286	New	+$237K	0.11%	51
2021 Q4	–	Sell	-675	Closed	-$304K	–	44
2021 Q3	$304K	Buy	+675	New	+$150K	0.12%	40

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Legacy Capital Wealth Partners's IWM Position: Q1 2026 in Review

Legacy Capital Wealth Partners increased its iShares Russell 2000 ETF (IWM) stake by 0.13% in Q1 2026, buying an estimated $516 and bringing the position to 1,528 shares worth $379K. The position accounts for 0.08% of the portfolio, ranked #257.

Legacy Capital Wealth Partners first reported a position in IWM in Q3 2021 and has held it in 14 quarters since. The position peaked at $504K in Q1 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Legacy Capital Wealth Partners held 1,528 shares of iShares Russell 2000 ETF worth $379K as of Q1 2026.
Legacy Capital Wealth Partners bought 2 iShares Russell 2000 ETF shares in Q1 2026, an estimated $516.
iShares Russell 2000 ETF made up 0.08% of Legacy Capital Wealth Partners's portfolio in Q1 2026, its #257 holding.
Legacy Capital Wealth Partners first reported a position in iShares Russell 2000 ETF in Q3 2021 and has held it in 14 quarters since.
Legacy Capital Wealth Partners's iShares Russell 2000 ETF position peaked at $504K in Q1 2025.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.