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Legacy Investment Solutions’s iShares Russell 2000 ETF IWM Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$23.1K Buy
+107
New +$21.5K 0.01% 225
2024
Q4 		$24.2K Hold
107
– – 0.02% 195
2024
Q3 		$25.2K Buy
+107
New +$22.9K 0.01% 187

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Legacy Investment Solutions's IWM Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2025: 107 shares worth $23.1K. The stake represents 0.01% of the portfolio and ranks #225 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in IWM as recently as Q4 2024.

Legacy Investment Solutions first reported a position in IWM in Q3 2024 and has held it in 3 quarters since. The position peaked at $25.2K in Q3 2024. 2,362 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

  • Legacy Investment Solutions held 107 shares of iShares Russell 2000 ETF worth $23.1K as of Q2 2025.
  • iShares Russell 2000 ETF was a new Legacy Investment Solutions position in Q2 2025.
  • iShares Russell 2000 ETF made up 0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #225 holding.
  • Legacy Investment Solutions first reported a position in iShares Russell 2000 ETF in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's iShares Russell 2000 ETF position peaked at $25.2K in Q3 2024.
  • 2,362 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.