Legacy Edge Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Legacy Edge Advisors’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 Q3	$3.71M	Sell	13,357 -141	-1%	-$41.4K	0.33%	49
2026 Q2	$4.06M	Buy	13,498 +260	+2%	+$73.1K	0.37%	47
2026 Q1	$3.28M	Sell	13,238 -93	-0.7%	-$24K	0.35%	48
2025 Q4	$3.28M	Buy	13,331 +190	+1%	+$46.7K	0.36%	44
2025 Q3	$3.18M	Buy	13,141 +105	+0.8%	+$24.1K	0.37%	43
2025 Q2	$2.81M	Sell	13,036 -7,673	-37%	-$1.54M	0.38%	38
2025 Q1	$4.13M	Sell	20,709 -19	-0.1%	-$4.12K	0.64%	29
2024 Q4	$4.57M	Buy	20,728 +145	+0.7%	+$33.1K	0.73%	28
2024 Q3	$4.55M	Buy	20,583 +536	+3%	+$115K	0.73%	29
2024 Q2	$4.07M	Sell	20,047 -976	-5%	-$197K	0.75%	30
2024 Q1	$4.42M	Sell	21,023 -36,839	-64%	-$7.35M	0.92%	30
2023 Q4	$11.6M	Buy	+57,862	New	+$10.4M	2.66%	12

Other funds holding IWM

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Legacy Edge Advisors's IWM Position: Q3 2026 in Review

Legacy Edge Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 1% in Q3 2026, selling an estimated $41.4K and leaving 13,357 shares worth $3.71M. The position accounts for 0.33% of the portfolio, ranked #49.

Legacy Edge Advisors first reported a position in IWM in Q4 2023 and has held it in 12 quarters since. The position peaked at $11.6M in Q4 2023. 2,132 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Legacy Edge Advisors held 13,357 shares of iShares Russell 2000 ETF worth $3.71M as of Q3 2026.
Legacy Edge Advisors sold 141 iShares Russell 2000 ETF shares in Q3 2026, an estimated $41.4K.
iShares Russell 2000 ETF made up 0.33% of Legacy Edge Advisors's portfolio in Q3 2026, its #49 holding.
Legacy Edge Advisors first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 12 quarters since.
Legacy Edge Advisors's iShares Russell 2000 ETF position peaked at $11.6M in Q4 2023.
2,132 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Legacy Edge Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.