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Legend Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Legend Financial Advisors’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
2024
Q4 		– Sell
-23
Closed -$5.08K – 272
2024
Q3 		$5.08K Sell
23
-199
-90% -$42.6K ﹤0.01% 127
2024
Q2 		$45K Hold
222
– – 0.03% 64
2024
Q1 		$46.7K Hold
222
– – 0.03% 58
2023
Q4 		$44.6K Hold
222
– – 0.04% 58
2023
Q3 		$39.2K Hold
222
– – 0.03% 69
2023
Q2 		$41.6K Hold
222
– – 0.03% 69
2023
Q1 		$39.6K Hold
222
– – 0.03% 72
2022
Q4 		$38.7K Hold
222
– – 0.03% 78
2022
Q3 		$36.6K Buy
+222
New +$40.5K 0.03% 73

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Legend Financial Advisors's IWM Position: Q4 2024 in Review

Legend Financial Advisors sold out of iShares Russell 2000 ETF (IWM) in Q4 2024, closing a stake of 23 shares — an estimated $5.08K sold.

Legend Financial Advisors first reported a position in IWM in Q3 2022 and held it in 9 quarters. The position peaked at $46.7K in Q1 2024. 2,522 funds tracked by Wall St. Rank hold IWM as of Q4 2024.

  • Legend Financial Advisors reported no remaining iShares Russell 2000 ETF position as of Q4 2024 after selling out during the quarter.
  • Legend Financial Advisors sold 23 iShares Russell 2000 ETF shares in Q4 2024, an estimated $5.08K.
  • Legend Financial Advisors first reported a position in iShares Russell 2000 ETF in Q3 2022 and held it in 9 quarters.
  • Legend Financial Advisors's iShares Russell 2000 ETF position peaked at $46.7K in Q1 2024.
  • 2,522 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2024.

Based on Legend Financial Advisors's 13F filing for Q4 2024, filed 7 Jan 2025.