Legal & General Group’s iShares Russell 2000 ETF IWM Stock Holding History

Legal & General Group’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 Q1	$719K	Buy	2,900 +900	+45%	+$232K	﹤0.01%	2257
2025 Q4	$492K	Sell	2,000 -2,067	-51%	-$508K	﹤0.01%	2436
2025 Q3	$984K	Sell	4,067 -3,200	-44%	-$734K	﹤0.01%	2239
2025 Q2	$1.57M	Sell	7,267 -5,400	-43%	-$1.09M	﹤0.01%	2061
2025 Q1	$2.53M	Buy	12,667 +9,395	+287%	+$2.04M	﹤0.01%	1834
2024 Q4	$723K	Buy	3,272 +550	+20%	+$125K	﹤0.01%	2334
2024 Q3	$600K	Buy	2,722 +400	+17%	+$85.6K	﹤0.01%	2400
2024 Q2	$471K	Buy	+2,322	New	+$469K	﹤0.01%	2434
2017 Q3	–	Sell	-100	Closed	-$14K	–	3315
2017 Q2	$14K	Buy	+100	New	+$13.8K	﹤0.01%	3272
2017 Q1	–	Sell	-250	Closed	-$34K	–	3270
2016 Q4	$34K	Buy	+250	New	+$31.9K	﹤0.01%	2974

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Legal & General Group's IWM Position: Q1 2026 in Review

Legal & General Group increased its iShares Russell 2000 ETF (IWM) stake by 45% in Q1 2026, buying an estimated $232K and bringing the position to 2,900 shares worth $719K. The position accounts for ﹤0.01% of the portfolio, ranked #2257.

Legal & General Group first reported a position in IWM in Q4 2016 and has held it in 10 quarters since. The position peaked at $2.53M in Q1 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Legal & General Group held 2,900 shares of iShares Russell 2000 ETF worth $719K as of Q1 2026.
Legal & General Group bought 900 iShares Russell 2000 ETF shares in Q1 2026, an estimated $232K.
iShares Russell 2000 ETF made up ﹤0.01% of Legal & General Group's portfolio in Q1 2026, its #2257 holding.
Legal & General Group first reported a position in iShares Russell 2000 ETF in Q4 2016 and has held it in 10 quarters since.
Legal & General Group's iShares Russell 2000 ETF position peaked at $2.53M in Q1 2025.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Legal & General Group's 13F filing for Q1 2026, filed 8 May 2026.