Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s iShares Russell 2000 ETF IWM Stock Holding History

Legacy Financial Group (Iowa)’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
-204
Closed -$36.1K – 271
2023
Q3 		$36.1K Buy
+204
New +$38.3K 0.01% 211

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Legacy Financial Group (Iowa)'s IWM Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of iShares Russell 2000 ETF (IWM) in Q4 2023, closing a stake of 204 shares — an estimated $36.1K sold.

Legacy Financial Group (Iowa) first reported a position in IWM in Q3 2023 and held it in 1 quarter. The position peaked at $36.1K in Q3 2023. 2,211 funds tracked by Wall St. Rank hold IWM as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining iShares Russell 2000 ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 204 iShares Russell 2000 ETF shares in Q4 2023, an estimated $36.1K.
  • Legacy Financial Group (Iowa) first reported a position in iShares Russell 2000 ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s iShares Russell 2000 ETF position peaked at $36.1K in Q3 2023.
  • 2,211 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.