LT
Legacy Trust’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.75M | Sell |
12,725
-18,463
| -59% | -$3.98M | 0.67% | 41 |
|
|
2025
Q1 | $6.22M | Buy |
31,188
+788
| +3% | +$157K | 1.5% | 26 |
|
|
2024
Q4 | $6.72M | Buy |
30,400
+295
| +1% | +$65.2K | 1.56% | 24 |
|
|
2024
Q3 | $6.65M | Buy |
30,105
+190
| +0.6% | +$42K | 1.53% | 24 |
|
|
2024
Q2 | $6.07M | Sell |
29,915
-20
| -0.1% | -$4.06K | 1.51% | 24 |
|
|
2024
Q1 | $6.3M | Sell |
29,935
-955
| -3% | -$201K | 1.57% | 22 |
|
|
2023
Q4 | $6.2M | Buy |
30,890
+547
| +2% | +$110K | 1.61% | 15 |
|
|
2023
Q3 | $5.36M | Sell |
30,343
-345
| -1% | -$61K | 1.56% | 18 |
|
|
2023
Q2 | $5.75M | Sell |
30,688
-561
| -2% | -$105K | 1.58% | 15 |
|
|
2023
Q1 | $5.57M | Buy |
31,249
+360
| +1% | +$64.2K | 1.66% | 16 |
|
|
2022
Q4 | $5.39M | Buy |
+30,889
| New | +$5.39M | 1.66% | 14 |
|