iShares Russell 2000 Index shares owned by Legacy Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Legacy Advisors
from 13F filings
Historical chart of Legacy Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Legacy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 7.1k | 241.98 |
| 2025-03-31 | $2.1M | 10k | 199.50 |
| 2024-12-31 | $2.4M | 11k | 220.96 |
| 2024-09-30 | $1.7M | 7.8k | 220.88 |
| 2024-06-30 | $1.6M | 7.8k | 202.88 |
| 2024-03-31 | $1.7M | 7.8k | 210.30 |
| 2023-12-31 | $1.6M | 7.9k | 200.72 |
| 2023-09-30 | $1.2M | 6.7k | 177.58 |
| 2023-06-30 | $1.2M | 6.5k | 187.27 |
| 2022-12-31 | $343k | 2.0k | 174.36 |
| 2022-09-30 | $344k | 2.1k | 165.07 |
| 2021-12-31 | $246k | 1.1k | 222.02 |
| 2021-09-30 | $246k | 1.1k | 218.47 |
| 2021-06-30 | $269k | 1.2k | 229.72 |
| 2021-03-31 | $274k | 1.2k | 220.79 |
| 2020-12-31 | $279k | 1.4k | 196.20 |
| 2020-09-30 | $222k | 1.5k | 149.60 |
| 2020-06-30 | $344k | 2.4k | 143.04 |
| 2020-03-31 | $437k | 3.8k | 114.46 |
| 2019-12-31 | $1.3M | 7.7k | 165.69 |
| 2019-09-30 | $1.2M | 8.2k | 151.33 |
| 2019-06-30 | $1.1M | 7.1k | 155.54 |
| 2019-03-31 | $1.4M | 9.2k | 153.14 |
| 2018-12-31 | $1.3M | 9.5k | 133.85 |
| 2018-09-30 | $1.4M | 8.2k | 168.95 |
| 2018-06-30 | $984k | 6.0k | 163.81 |
| 2018-03-31 | $1.1M | 7.3k | 153.89 |
| 2017-12-31 | $1.0M | 6.6k | 152.33 |
| 2017-09-30 | $462k | 3.3k | 140.85 |
| 2017-06-30 | $462k | 3.3k | 140.85 |
| 2017-03-31 | $283k | 2.1k | 137.31 |
| 2016-12-31 | $137k | 17k | 7.96 |