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Legacy Financial Strategies’s iShares Russell 2000 ETF IWM Stock Holding History

Legacy Financial Strategies’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 		$446K Buy
+1,485
New +$417K 0.07% 92
2023
Q1 		– Sell
-1,515
Closed -$264K – 74
2022
Q4 		$264K Buy
+1,515
New +$269K 0.11% 58

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Legacy Financial Strategies's IWM Position: Q2 2026 in Review

Legacy Financial Strategies opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 1,485 shares worth $446K. The stake represents 0.07% of the portfolio and ranks #92 among its holdings. This is a return to the name: Legacy Financial Strategies previously reported a position in IWM as recently as Q4 2022.

Legacy Financial Strategies first reported a position in IWM in Q4 2022 and has held it in 2 quarters since. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Legacy Financial Strategies held 1,485 shares of iShares Russell 2000 ETF worth $446K as of Q2 2026.
  • iShares Russell 2000 ETF was a new Legacy Financial Strategies position in Q2 2026.
  • iShares Russell 2000 ETF made up 0.07% of Legacy Financial Strategies's portfolio in Q2 2026, its #92 holding.
  • Legacy Financial Strategies first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 2 quarters since.
  • 936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.