My Legacy Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

My Legacy 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
2025 Q2	$1.79M	Buy	7,974 +6,158	+339%	+$1.24M	0.64%	42
2025 Q1	$362K	Sell	1,816 -55	-3%	-$11.9K	0.14%	158
2024 Q4	$419K	Buy	1,871 +24	+1%	+$5.47K	0.16%	142
2024 Q3	$408K	Buy	1,847 +71	+4%	+$15.2K	0.16%	146
2024 Q2	$360K	Buy	1,776 +167	+10%	+$33.8K	0.12%	177
2024 Q1	$338K	Sell	1,609 -800	-33%	-$160K	0.11%	182
2023 Q4	$466K	Buy	+2,409	New	+$432K	0.17%	153
2023 Q1	–	Sell	-1,157	Closed	-$228K	–	208
2022 Q4	$228K	Sell	1,157 -16,661	-94%	-$2.96M	0.1%	196
2022 Q3	$2.97M	Sell	17,818 -2,768	-13%	-$505K	1.5%	11
2022 Q2	$3.54M	Sell	20,586 -1,777	-8%	-$328K	1.77%	7
2022 Q1	$4.59M	Buy	+22,363	New	+$4.56M	2.13%	8

Other funds holding IWM

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

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

My Legacy Advisors's IWM Position: Q2 2025 in Review

My Legacy Advisors increased its iShares Russell 2000 ETF (IWM) stake by 339% in Q2 2025, buying an estimated $1.24M and bringing the position to 7,974 shares worth $1.79M. The position accounts for 0.64% of the portfolio, ranked #42.

My Legacy Advisors first reported a position in IWM in Q1 2022 and has held it in 11 quarters since. The position peaked at $4.59M in Q1 2022. 2,362 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

My Legacy Advisors held 7,974 shares of iShares Russell 2000 ETF worth $1.79M as of Q2 2025.
My Legacy Advisors bought 6,158 iShares Russell 2000 ETF shares in Q2 2025, an estimated $1.24M.
iShares Russell 2000 ETF made up 0.64% of My Legacy Advisors's portfolio in Q2 2025, its #42 holding.
My Legacy Advisors first reported a position in iShares Russell 2000 ETF in Q1 2022 and has held it in 11 quarters since.
My Legacy Advisors's iShares Russell 2000 ETF position peaked at $4.59M in Q1 2022.
2,362 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.