iShares Russell 2000 Index shares owned by Legacy Wealth Management, LLC / MS
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Legacy Wealth Management, LLC / MS
from 13F filings
Historical chart of Legacy Wealth Management, LLC / MS 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 Wealth Management, LLC / MS consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 2000 Index by Legacy Wealth Management, LLC / MS
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $243k | 987 | 246.05 |
| 2025-06-30 | $240k | 1.1k | 215.72 |
| 2025-03-31 | $391k | 2.0k | 199.48 |
| 2024-09-30 | $372k | 1.7k | 220.83 |
More positions owned by Legacy Wealth Management, LLC / MS
View all positions for Legacy Wealth Management, LLC / MS