iShares Russell 2000 Index shares owned by My Legacy Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by My Legacy Advisors
from 13F filings
Historical chart of My Legacy Advisors investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by My Legacy 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 My Legacy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.8M | 8.0k | 224.79 |
| 2025-03-31 | $362k | 1.8k | 199.45 |
| 2024-12-31 | $419k | 1.9k | 224.09 |
| 2024-09-30 | $408k | 1.8k | 220.92 |
| 2024-06-30 | $360k | 1.8k | 202.89 |
| 2024-03-31 | $338k | 1.6k | 210.30 |
| 2023-12-31 | $466k | 2.4k | 193.55 |
| 2022-12-31 | $228k | 1.2k | 197.07 |
| 2022-09-30 | $3.0M | 18k | 166.80 |
| 2022-06-30 | $3.5M | 21k | 172.06 |
| 2022-03-31 | $4.6M | 22k | 205.25 |