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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

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 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. 2,740 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.
  • 2,740 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.