Legacy Private Trust’s iShares Russell 2000 ETF IWM Stock Holding History

Legacy Private Trust’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 Q1	–	Sell	-944	Closed	-$209K	–	254
2024 Q4	$209K	Buy	+944	New	+$215K	0.01%	231
2022 Q4	–	Sell	-1,239	Closed	-$204K	–	229
2022 Q3	$204K	Sell	1,239 -190	-13%	-$34.7K	0.02%	215
2022 Q2	$242K	Sell	1,429 -36	-2%	-$6.64K	0.02%	208
2022 Q1	$301K	Sell	1,465 -357	-20%	-$72.8K	0.02%	218
2021 Q4	$405K	Buy	1,822 +850	+87%	+$192K	0.03%	203
2021 Q3	$213K	Hold	972	–	–	0.02%	221
2021 Q2	$223K	Hold	972	–	–	0.02%	219
2021 Q1	$215K	Sell	972 -1,016	-51%	-$222K	0.02%	212
2020 Q4	$390K	Hold	1,988	–	–	0.04%	193
2020 Q3	$298K	Hold	1,988	–	–	0.03%	196
2020 Q2	$285K	Sell	1,988 -773	-28%	-$101K	0.03%	185
2020 Q1	$316K	Sell	2,761 -2,075	-43%	-$309K	0.04%	175
2019 Q4	$801K	Hold	4,836	–	–	0.08%	148
2019 Q3	$732K	Buy	4,836 +10	+0.2%	+$1.53K	0.08%	151
2019 Q2	$750K	Hold	4,826	–	–	0.09%	151
2019 Q1	$739K	Buy	4,826 +2,040	+73%	+$307K	0.09%	148
2018 Q4	$373K	Buy	+2,786	New	+$416K	0.05%	186

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Legacy Private Trust's IWM Position: Q1 2025 in Review

Legacy Private Trust sold out of iShares Russell 2000 ETF (IWM) in Q1 2025, closing a stake of 944 shares — an estimated $209K sold.

Legacy Private Trust first reported a position in IWM in Q4 2018 and held it in 17 quarters. The position peaked at $801K in Q4 2019. 2,365 funds tracked by Wall St. Rank hold IWM as of Q1 2025.

Legacy Private Trust reported no remaining iShares Russell 2000 ETF position as of Q1 2025 after selling out during the quarter.
Legacy Private Trust sold 944 iShares Russell 2000 ETF shares in Q1 2025, an estimated $209K.
Legacy Private Trust first reported a position in iShares Russell 2000 ETF in Q4 2018 and held it in 17 quarters.
Legacy Private Trust's iShares Russell 2000 ETF position peaked at $801K in Q4 2019.
2,365 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2025.

Based on Legacy Private Trust's 13F filing for Q1 2025, filed 4 Apr 2025.