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iShares Russell 2000 Index shares owned by Legacy Financial Strategies

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Legacy Financial Strategies from 13F filings

Historical chart of Legacy Financial Strategies investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Legacy Financial Strategies 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 Financial Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $446k 1.5k 300.45
2022-12-31 $264k 1.5k 174.36

More positions owned by Legacy Financial Strategies

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core Us Aggbd Et (AGG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Tr Expnd Tec Sc Etf (IGM)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Short Durtn Strg (SDSI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vaneck Etf Trust Semiconductr Etf (SMH)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares Tr National Mun Etf (MUB)

View all positions for Legacy Financial Strategies

Top funds holding iShares Russell 2000 Index

Jane Street
Susquehanna International
Barclays
Millennium Management
Citadel Advisors
Tudor Investment Corporation
Bank of America Corporation
Citigroup
Morgan Stanley
Wells Fargo & Company
Goldman Sachs Group
Royal Bank of Canada
Bank Of Montreal
UBS Group
BlackRock

View all funds holding iShares Russell 2000 Index