Legacy Wealth Management (Idaho)’s iShares Russell 2000 ETF IWM Stock Holding History

Legacy Wealth Management (Idaho)’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	$302K	Buy	1,004 +20	+2%	+$5.62K	0.12%	144
2026 Q1	$244K	Buy	984 +339	+53%	+$87.4K	0.12%	105
2025 Q4	$159K	Buy	+645	New	+$159K	0.08%	114
2025 Q3	–	Sell	-107	Closed	-$23.1K	–	808
2025 Q2	$23.1K	Hold	107	–	–	0.01%	225
2025 Q1	$21.3K	Hold	107	–	–	0.02%	241
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s IWM Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) increased its iShares Russell 2000 ETF (IWM) stake by 2% in Q2 2026, buying an estimated $5.62K and bringing the position to 1,004 shares worth $302K. The position accounts for 0.12% of the portfolio, ranked #144.

Legacy Wealth Management (Idaho) first reported a position in IWM in Q3 2024 and has held it in 7 quarters since. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Legacy Wealth Management (Idaho) held 1,004 shares of iShares Russell 2000 ETF worth $302K as of Q2 2026.
Legacy Wealth Management (Idaho) bought 20 iShares Russell 2000 ETF shares in Q2 2026, an estimated $5.62K.
iShares Russell 2000 ETF made up 0.12% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #144 holding.
Legacy Wealth Management (Idaho) first reported a position in iShares Russell 2000 ETF in Q3 2024 and has held it in 7 quarters since.
2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.