iShares Russell 2000 Index shares owned by Legacy Trust
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Legacy Trust
from 13F filings
Historical chart of Legacy Trust 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 Trust 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 Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.6M | 30k | 220.89 |
| 2024-06-30 | $6.1M | 30k | 202.89 |
| 2024-03-31 | $6.3M | 30k | 210.30 |
| 2023-12-31 | $6.2M | 31k | 200.71 |
| 2023-09-30 | $5.4M | 30k | 176.74 |
| 2023-06-30 | $5.7M | 31k | 187.27 |
| 2023-03-31 | $5.6M | 31k | 178.40 |
| 2022-12-31 | $5.4M | 31k | 174.36 |