iShares Russell 2000 Index shares owned by Legacy Edge Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Legacy Edge Advisors
from 13F filings
Historical chart of Legacy Edge Advisors investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Legacy Edge Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Legacy Edge Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $4.1M | 14k | 300.45 |
| 2026-03-31 | $3.3M | 13k | 248.00 |
| 2025-12-31 | $3.3M | 13k | 246.16 |
| 2025-09-30 | $3.2M | 13k | 241.96 |
| 2025-06-30 | $2.8M | 13k | 215.79 |
| 2025-03-31 | $4.1M | 21k | 199.49 |
| 2024-12-31 | $4.6M | 21k | 220.68 |
| 2024-09-30 | $4.5M | 21k | 220.89 |
| 2024-06-30 | $4.1M | 20k | 202.89 |
| 2024-03-31 | $4.4M | 21k | 210.30 |
| 2023-12-31 | $12M | 58k | 200.71 |