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

Legacy Wealth Management (Mississippi)’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 		$234K Buy
+778
New +$219K 0.06% 110
2026
Q1 		– Sell
-987
Closed -$243K – 111
2025
Q4 		$243K Buy
+987
New +$243K 0.06% 91
2025
Q3 		– Sell
-1,111
Closed -$240K – 97
2025
Q2 		$240K Sell
1,111
-851
-43% -$171K 0.07% 85
2025
Q1 		$391K Buy
+1,962
New +$426K 0.13% 70
2024
Q4 		– Sell
-1,685
Closed -$372K – 96
2024
Q3 		$372K Buy
+1,685
New +$361K 0.14% 80

Other funds holding IWM

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

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

Legacy Wealth Management (Mississippi) opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 778 shares worth $234K. The stake represents 0.06% of the portfolio and ranks #110 among its holdings. This is a return to the name: Legacy Wealth Management (Mississippi) previously reported a position in IWM as recently as Q4 2025.

Legacy Wealth Management (Mississippi) first reported a position in IWM in Q3 2024 and has held it in 5 quarters since. The position peaked at $391K in Q1 2025. 839 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Legacy Wealth Management (Mississippi) held 778 shares of iShares Russell 2000 ETF worth $234K as of Q2 2026.
  • iShares Russell 2000 ETF was a new Legacy Wealth Management (Mississippi) position in Q2 2026.
  • iShares Russell 2000 ETF made up 0.06% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #110 holding.
  • Legacy Wealth Management (Mississippi) first reported a position in iShares Russell 2000 ETF in Q3 2024 and has held it in 5 quarters since.
  • Legacy Wealth Management (Mississippi)'s iShares Russell 2000 ETF position peaked at $391K in Q1 2025.
  • 839 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.