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

Legacy Wealth Management (Tennessee)’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 		$15.8M Sell
52,705
-675
-1% -$190K 0.83% 13
2026
Q1 		$13.2M Sell
53,380
-309
-0.6% -$79.7K 0.77% 14
2025
Q4 		$13.2M Sell
53,689
-1,312
-2% -$323K 0.76% 14
2025
Q3 		$13.3M Sell
55,001
-1,018
-2% -$234K 0.78% 14
2025
Q2 		$12.1M Sell
56,019
-2,478
-4% -$499K 0.75% 14
2025
Q1 		$11.7M Sell
58,497
-598
-1% -$130K 0.78% 14
2024
Q4 		$13.1M Sell
59,095
-206
-0.3% -$47K 0.84% 14
2024
Q3 		$13.1M Sell
59,301
-21
-0% -$4.49K 0.85% 14
2024
Q2 		$12M Sell
59,322
-23
-0% -$4.65K 0.87% 13
2024
Q1 		$12.5M Sell
59,345
-724
-1% -$144K 0.92% 13
2023
Q4 		$12.1M Sell
60,069
-260
-0.4% -$46.6K 0.95% 12
2023
Q3 		$10.7M Sell
60,329
-310
-0.5% -$58.2K 0.93% 12
2023
Q2 		$11.4M Sell
60,639
-197
-0.3% -$35.1K 0.96% 11
2023
Q1 		$10.9M Sell
60,836
-205
-0.3% -$37.7K 0.97% 11
2022
Q4 		$10.6M Sell
61,041
-201
-0.3% -$35.7K 1.02% 12
2022
Q3 		$10.1M Sell
61,242
-664
-1% -$121K 1.05% 10
2022
Q2 		$10.5M Sell
61,906
-126
-0.2% -$23.2K 1.28% 10
2022
Q1 		$12.7M Sell
62,032
-305
-0.5% -$62.2K 1.52% 9
2021
Q4 		$13.9M Sell
62,337
-269
-0.4% -$60.8K 1.59% 8
2021
Q3 		$13.7M Sell
62,606
-1,457
-2% -$323K 1.72% 8
2021
Q2 		$14.7M Sell
64,063
-1,267
-2% -$285K 1.84% 8
2021
Q1 		$14.4M Sell
65,330
-11,028
-14% -$2.41M 1.93% 8
2020
Q4 		$15M Sell
76,358
-8,307
-10% -$1.45M 1.99% 8
2020
Q3 		$12.7M Sell
84,665
-2,875
-3% -$433K 1.94% 8
2020
Q2 		$12.5M Sell
87,540
-11,971
-12% -$1.57M 2.05% 8
2020
Q1 		$11.4M Sell
99,511
-13,217
-12% -$1.97M 2.07% 7
2019
Q4 		$18.7M Sell
112,728
-2,707
-2% -$428K 2.83% 6
2019
Q3 		$17.5M Sell
115,435
-1,234
-1% -$188K 2.86% 6
2019
Q2 		$18.1M Sell
116,669
-1,990
-2% -$307K 3.27% 6
2019
Q1 		$18.2M Sell
118,659
-3,520
-3% -$529K 3.54% 6
2018
Q4 		$16.4M Sell
122,179
-4,664
-4% -$696K 3.6% 7
2018
Q3 		$21.4M Sell
126,843
-21,891
-15% -$3.7M 4.29% 6
2018
Q2 		$24.4M Sell
148,734
-5,846
-4% -$935K 5.72% 5
2018
Q1 		$23.5M Sell
154,580
-32,253
-17% -$4.98M 5.76% 5
2017
Q4 		$28.5M Sell
186,833
-275
-0.1% -$41.3K 6.85% 4
2017
Q3 		$27.7M Buy
187,108
+533
+0.3% +$75K 7.06% 4
2017
Q2 		$26.3M Buy
186,575
+991
+0.5% +$137K 6.35% 4
2017
Q1 		$25.5M Buy
185,584
+144
+0.1% +$19.7K 6.41% 4
2016
Q4 		$25M Sell
185,440
-8,907
-5% -$1.14M 6.56% 4
2016
Q3 		$24.1M Sell
194,347
-7,080
-4% -$861K 6.58% 4
2016
Q2 		$23.2M Sell
201,427
-2,626
-1% -$296K 6.84% 4
2016
Q1 		$22.6M Buy
204,053
+2,613
+1% +$270K 6.79% 4
2015
Q4 		$22.7M Buy
201,440
+2,622
+1% +$302K 6.36% 4
2015
Q3 		$21.7M Buy
198,818
+1,856
+0.9% +$220K 8.29% 4
2015
Q2 		$24.6M Sell
196,962
-612
-0.3% -$76.5K 10.08% 3
2015
Q1 		$24.6M Buy
197,574
+4,699
+2% +$566K 10.21% 2
2014
Q4 		$23.1M Buy
192,875
+12,499
+7% +$1.43M 8.27% 3
2014
Q3 		$19.7M Sell
180,376
-1,987
-1% -$227K 9.56% 3
2014
Q2 		$21.7M Buy
182,363
+271
+0.1% +$30.8K 10.19% 3
2014
Q1 		$21.2M Sell
182,092
-3,737
-2% -$431K 10.3% 3
2013
Q4 		$21.4M Sell
185,829
-3,067
-2% -$339K 10.9% 3
2013
Q3 		$20.1M Sell
188,896
-286
-0.2% -$29.6K 11.43% 4
2013
Q2 		$18.4M Buy
+189,182
New +$18.1M 10.88% 4

Other funds holding IWM

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

Legacy Wealth Management (Tennessee) reduced its iShares Russell 2000 ETF (IWM) stake by 1.3% in Q2 2026, selling an estimated $190K and leaving 52,705 shares worth $15.8M. The position accounts for 0.83% of the portfolio, ranked #13.

Legacy Wealth Management (Tennessee) first reported a position in IWM in Q2 2013 and has held it in 53 quarters since. The position peaked at $28.5M in Q4 2017. 532 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Legacy Wealth Management (Tennessee) held 52,705 shares of iShares Russell 2000 ETF worth $15.8M as of Q2 2026.
  • Legacy Wealth Management (Tennessee) sold 675 iShares Russell 2000 ETF shares in Q2 2026, an estimated $190K.
  • iShares Russell 2000 ETF made up 0.83% of Legacy Wealth Management (Tennessee)'s portfolio in Q2 2026, its #13 holding.
  • Legacy Wealth Management (Tennessee) first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 53 quarters since.
  • Legacy Wealth Management (Tennessee)'s iShares Russell 2000 ETF position peaked at $28.5M in Q4 2017.
  • 532 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q2 2026, filed 9 Jul 2026.