LWMT
Legacy Wealth Management (Tennessee)’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.1M | Sell |
56,019
-2,478
| -4% | -$535K | 0.75% | 14 |
|
|
2025
Q1 | $11.7M | Sell |
58,497
-598
| -1% | -$119K | 0.78% | 14 |
|
|
2024
Q4 | $13.1M | Sell |
59,095
-206
| -0.3% | -$45.5K | 0.84% | 14 |
|
|
2024
Q3 | $13.1M | Sell |
59,301
-21
| -0% | -$4.64K | 0.85% | 14 |
|
|
2024
Q2 | $12M | Sell |
59,322
-23
| -0% | -$4.67K | 0.87% | 13 |
|
|
2024
Q1 | $12.5M | Sell |
59,345
-724
| -1% | -$152K | 0.92% | 13 |
|
|
2023
Q4 | $12.1M | Sell |
60,069
-260
| -0.4% | -$52.2K | 0.95% | 12 |
|
|
2023
Q3 | $10.7M | Sell |
60,329
-310
| -0.5% | -$54.8K | 0.93% | 12 |
|
|
2023
Q2 | $11.4M | Sell |
60,639
-197
| -0.3% | -$36.9K | 0.96% | 11 |
|
|
2023
Q1 | $10.9M | Sell |
60,836
-205
| -0.3% | -$36.6K | 0.97% | 11 |
|
|
2022
Q4 | $10.6M | Sell |
61,041
-201
| -0.3% | -$35K | 1.02% | 12 |
|
|
2022
Q3 | $10.1M | Sell |
61,242
-664
| -1% | -$110K | 1.05% | 10 |
|
|
2022
Q2 | $10.5M | Sell |
61,906
-126
| -0.2% | -$21.3K | 1.28% | 10 |
|
|
2022
Q1 | $12.7M | Sell |
62,032
-305
| -0.5% | -$62.6K | 1.52% | 9 |
|
|
2021
Q4 | $13.9M | Sell |
62,337
-269
| -0.4% | -$59.8K | 1.59% | 8 |
|
|
2021
Q3 | $13.7M | Sell |
62,606
-1,457
| -2% | -$319K | 1.72% | 8 |
|
|
2021
Q2 | $14.7M | Sell |
64,063
-1,267
| -2% | -$291K | 1.84% | 8 |
|
|
2021
Q1 | $14.4M | Sell |
65,330
-11,028
| -14% | -$2.44M | 1.93% | 8 |
|
|
2020
Q4 | $15M | Sell |
76,358
-8,307
| -10% | -$1.63M | 1.99% | 8 |
|
|
2020
Q3 | $12.7M | Sell |
84,665
-2,875
| -3% | -$431K | 1.94% | 8 |
|
|
2020
Q2 | $12.5M | Sell |
87,540
-11,971
| -12% | -$1.71M | 2.05% | 8 |
|
|
2020
Q1 | $11.4M | Sell |
99,511
-13,217
| -12% | -$1.51M | 2.07% | 7 |
|
|
2019
Q4 | $18.7M | Sell |
112,728
-2,707
| -2% | -$448K | 2.83% | 6 |
|
|
2019
Q3 | $17.5M | Sell |
115,435
-1,234
| -1% | -$187K | 2.86% | 6 |
|
|
2019
Q2 | $18.1M | Sell |
116,669
-1,990
| -2% | -$309K | 3.27% | 6 |
|
|
2019
Q1 | $18.2M | Sell |
118,659
-3,520
| -3% | -$539K | 3.54% | 6 |
|
|
2018
Q4 | $16.4M | Sell |
122,179
-4,664
| -4% | -$625K | 3.6% | 7 |
|
|
2018
Q3 | $21.4M | Sell |
126,843
-21,891
| -15% | -$3.69M | 4.29% | 6 |
|
|
2018
Q2 | $24.4M | Sell |
148,734
-5,846
| -4% | -$957K | 5.72% | 5 |
|
|
2018
Q1 | $23.5M | Sell |
154,580
-32,253
| -17% | -$4.9M | 5.76% | 5 |
|
|
2017
Q4 | $28.5M | Sell |
186,833
-275
| -0.1% | -$41.9K | 6.85% | 4 |
|
|
2017
Q3 | $27.7M | Buy |
187,108
+533
| +0.3% | +$79K | 7.06% | 4 |
|
|
2017
Q2 | $26.3M | Buy |
186,575
+991
| +0.5% | +$140K | 6.35% | 4 |
|
|
2017
Q1 | $25.5M | Buy |
185,584
+144
| +0.1% | +$19.8K | 6.41% | 4 |
|
|
2016
Q4 | $25M | Sell |
185,440
-8,907
| -5% | -$1.2M | 6.56% | 4 |
|
|
2016
Q3 | $24.1M | Sell |
194,347
-7,080
| -4% | -$879K | 6.58% | 4 |
|
|
2016
Q2 | $23.2M | Sell |
201,427
-2,626
| -1% | -$302K | 6.84% | 4 |
|
|
2016
Q1 | $22.6M | Buy |
204,053
+2,613
| +1% | +$289K | 6.79% | 4 |
|
|
2015
Q4 | $22.7M | Buy |
201,440
+2,622
| +1% | +$295K | 6.36% | 4 |
|
|
2015
Q3 | $21.7M | Buy |
198,818
+1,856
| +0.9% | +$203K | 8.29% | 4 |
|
|
2015
Q2 | $24.6M | Sell |
196,962
-612
| -0.3% | -$76.4K | 10.08% | 3 |
|
|
2015
Q1 | $24.6M | Buy |
197,574
+4,699
| +2% | +$584K | 10.21% | 2 |
|
|
2014
Q4 | $23.1M | Buy |
192,875
+12,499
| +7% | +$1.5M | 8.27% | 3 |
|
|
2014
Q3 | $19.7M | Sell |
180,376
-1,987
| -1% | -$217K | 9.56% | 3 |
|
|
2014
Q2 | $21.7M | Buy |
182,363
+271
| +0.1% | +$32.2K | 10.19% | 3 |
|
|
2014
Q1 | $21.2M | Sell |
182,092
-3,737
| -2% | -$435K | 10.3% | 3 |
|
|
2013
Q4 | $21.4M | Sell |
185,829
-3,067
| -2% | -$354K | 10.9% | 3 |
|
|
2013
Q3 | $20.1M | Sell |
188,896
-286
| -0.2% | -$30.5K | 11.43% | 4 |
|
|
2013
Q2 | $18.4M | Buy |
+189,182
| New | +$18.4M | 10.88% | 4 |
|