iShares Russell 2000 Index shares owned by Legacy Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Legacy Wealth Management
from 13F filings
Historical chart of Legacy Wealth Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Legacy Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $13M | 59k | 210.30 |
| 2023-12-31 | $12M | 60k | 200.71 |
| 2023-09-30 | $11M | 60k | 176.74 |
| 2023-06-30 | $11M | 61k | 187.27 |
| 2023-03-31 | $11M | 61k | 178.40 |
| 2022-12-31 | $11M | 61k | 174.36 |
| 2022-09-30 | $10M | 61k | 164.92 |
| 2022-06-30 | $11M | 62k | 169.35 |
| 2022-03-31 | $13M | 62k | 205.27 |
| 2021-12-31 | $14M | 62k | 222.45 |
| 2021-09-30 | $14M | 63k | 218.75 |
| 2021-06-30 | $15M | 64k | 229.37 |
| 2021-03-31 | $14M | 65k | 220.94 |
| 2020-12-31 | $15M | 76k | 196.06 |
| 2020-09-30 | $13M | 85k | 149.79 |
| 2020-06-30 | $13M | 88k | 143.18 |
| 2020-03-31 | $11M | 100k | 114.46 |
| 2019-12-31 | $19M | 113k | 165.67 |
| 2019-09-30 | $18M | 115k | 151.34 |
| 2019-06-30 | $18M | 117k | 155.50 |
| 2019-03-31 | $18M | 119k | 153.09 |
| 2018-12-31 | $16M | 122k | 133.90 |
| 2018-09-30 | $21M | 127k | 168.55 |
| 2018-06-30 | $24M | 149k | 163.77 |
| 2018-03-31 | $24M | 155k | 151.82 |
| 2017-12-31 | $29M | 187k | 152.46 |
| 2017-09-30 | $28M | 187k | 148.18 |
| 2017-06-30 | $26M | 187k | 140.92 |
| 2017-03-31 | $26M | 186k | 137.48 |
| 2016-12-31 | $25M | 185k | 134.85 |
| 2016-09-30 | $24M | 194k | 124.21 |
| 2016-06-30 | $23M | 201k | 114.98 |
| 2016-03-31 | $23M | 204k | 110.63 |
| 2015-12-31 | $23M | 201k | 112.62 |
| 2015-09-30 | $22M | 199k | 109.20 |
| 2015-06-30 | $25M | 197k | 124.86 |
| 2015-03-31 | $25M | 198k | 124.37 |
| 2014-12-31 | $23M | 193k | 119.62 |
| 2014-09-30 | $20M | 180k | 109.35 |
| 2014-06-30 | $22M | 182k | 118.81 |
| 2014-03-31 | $21M | 182k | 116.34 |
| 2013-12-31 | $21M | 186k | 115.36 |
| 2013-09-30 | $20M | 189k | 106.61 |
| 2013-06-30 | $18M | 189k | 97.00 |
| 2013-03-31 | $17M | 183k | 94.43 |
| 2012-12-31 | $15M | 181k | 84.32 |
| 2012-09-30 | $42M | 499k | 83.44 |
| 2012-06-30 | $40M | 499k | 79.56 |
| 2012-03-31 | $40M | 487k | 82.81 |
| 2011-09-30 | $36M | 553k | 64.30 |
| 2011-03-31 | $45M | 536k | 84.17 |
| 2010-12-31 | $44M | 567k | 78.24 |