Legacy Trust Ishares Russell 2000 ETF Transaction History

Legacy Trust

$408 Billion
Q2 2025

A detailed history of Legacy Trust transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Legacy Trust holds 12,725 shares of IWM stock, worth $2.81 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

12,725

Previous 31,188 59.2%

Holding current value

$2.81 Million

Previous $6.22 Billion 55.87%

% of portfolio

0.67%

Previous 1.5%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	SELL	$174.82 - $215.79 $3.23 Million - $3.98 Million	-18,463 Reduced 59.2%	12,725 $2.75 Billion
Q1 2025 Apr 16, 2025	BUY	$198.1 - $229.79 $156,102 - $181,074	788 Added 2.59%	31,188 $6.22 Billion
Q4 2024 Jan 23, 2025	BUY	$216.13 - $242.4 $63,758 - $71,508	295 Added 0.98%	30,400 $6.72 Billion
Q3 2024 Oct 29, 2024	BUY	$200.87 - $224.6 $38,165 - $42,674	190 Added 0.64%	30,105 $6.65 Billion
Q2 2024 Jul 16, 2024	SELL	$192.84 - $209.44 $3,856 - $4,188	-20 Reduced 0.07%	29,915 $6.07 Billion
Q1 2024 Apr 23, 2024	SELL	$189.48 - $210.3 $180,953 - $200,836	-955 Reduced 3.09%	29,935 $6.3 Billion
Q4 2023 Jan 24, 2024	BUY	$162.21 - $204.82 $88,728 - $112,036	547 Added 1.8%	30,890 $6.2 Billion
Q3 2023 Oct 16, 2023	SELL	$174.36 - $198.71 $60,154 - $68,554	-345 Reduced 1.12%	30,343 $5.36 Billion
Q2 2023 Aug 08, 2023	SELL	$170.4 - $187.93 $95,594 - $105,428	-561 Reduced 1.8%	30,688 $5.75 Billion
Q1 2023 Apr 19, 2023	BUY	$170.25 - $198.32 $61,290 - $71,395	360 Added 1.17%	31,249 $5.57 Billion
Q4 2022 Apr 03, 2023	BUY	$166.81 - $188.05 $5.15 Million - $5.81 Million	30,889 New	30,889 $5.39 Billion

Others Institutions Holding IWM

# of Institutions

2,906

Shares Held

315M

Call Options Held

231M

Put Options Held

546M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Trust, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Trust with notifications on news.

Account