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 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

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 48.85% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Legacy Edge Advisors's IWM Position: Q2 2026 in Review

Legacy Edge Advisors increased its iShares Russell 2000 ETF (IWM) stake by 2% in Q2 2026, buying an estimated $73.1K and bringing the position to 13,498 shares worth $4.06M. The position accounts for 0.37% of the portfolio, ranked #47.

Legacy Edge Advisors first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.6M in Q4 2023. 2,739 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Legacy Edge Advisors held 13,498 shares of iShares Russell 2000 ETF worth $4.06M as of Q2 2026.
Legacy Edge Advisors bought 260 iShares Russell 2000 ETF shares in Q2 2026, an estimated $73.1K.
iShares Russell 2000 ETF made up 0.37% of Legacy Edge Advisors's portfolio in Q2 2026, its #47 holding.
Legacy Edge Advisors first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
Legacy Edge Advisors's iShares Russell 2000 ETF position peaked at $11.6M in Q4 2023.
2,739 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.