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

Legacy 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
2026
Q2 		$5.94M Buy
19,765
+730
+4% +$205K 1.05% 30
2026
Q1 		$4.72M Buy
19,035
+280
+1% +$72.2K 0.9% 31
2025
Q4 		$4.62M Buy
18,755
+6,930
+59% +$1.7M 0.86% 31
2025
Q3 		$2.86M Sell
11,825
-900
-7% -$207K 0.56% 44
2025
Q2 		$2.75M Sell
12,725
-18,463
-59% -$3.72M 0.67% 41
2025
Q1 		$6.22M Buy
31,188
+788
+3% +$171K 1.5% 26
2024
Q4 		$6.72M Buy
30,400
+295
+1% +$67.3K 1.56% 24
2024
Q3 		$6.65M Buy
30,105
+190
+0.6% +$40.7K 1.53% 24
2024
Q2 		$6.07M Sell
29,915
-20
-0.1% -$4.04K 1.51% 24
2024
Q1 		$6.3M Sell
29,935
-955
-3% -$191K 1.57% 22
2023
Q4 		$6.2M Buy
30,890
+547
+2% +$98K 1.61% 15
2023
Q3 		$5.36M Sell
30,343
-345
-1% -$64.8K 1.56% 18
2023
Q2 		$5.75M Sell
30,688
-561
-2% -$100K 1.58% 15
2023
Q1 		$5.57M Buy
31,249
+360
+1% +$66.3K 1.66% 16
2022
Q4 		$5.39M Buy
+30,889
New +$5.49M 1.66% 14

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Legacy Trust's IWM Position: Q2 2026 in Review

Legacy Trust increased its iShares Russell 2000 ETF (IWM) stake by 3.8% in Q2 2026, buying an estimated $205K and bringing the position to 19,765 shares worth $5.94M. The position accounts for 1.05% of the portfolio, ranked #30.

Legacy Trust first reported a position in IWM in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.72M in Q4 2024. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Legacy Trust held 19,765 shares of iShares Russell 2000 ETF worth $5.94M as of Q2 2026.
  • Legacy Trust bought 730 iShares Russell 2000 ETF shares in Q2 2026, an estimated $205K.
  • iShares Russell 2000 ETF made up 1.05% of Legacy Trust's portfolio in Q2 2026, its #30 holding.
  • Legacy Trust first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 15 quarters since.
  • Legacy Trust's iShares Russell 2000 ETF position peaked at $6.72M in Q4 2024.
  • 2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.