Legacy Advisory Services, LLC IWM Holdings History
Number of Shares
18,106.00
Current Holdings Value*
$3.61 Mil
% of Portfolio
3.05%
Total Estimate Gain
$111,532.96
% of Total Estimate Gain
2.84%
Legacy Advisory Services, LLC's iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, Legacy Advisory Services, LLC held 18,106.00 shares of iShares Russell 2000 ETF(IWM), totaling $3.61 Mil. This investment constitutes 3.05% of their stock portfolio, and Legacy Advisory Services, LLC now holds 0.01% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and IWM's current price of $223.08, Legacy Advisory Services, LLC's estimated gain on his IWM holdings is $111,532.96, reflecting a 2.84% gain to date.
Legacy Advisory Services, LLC IWM ($223.08) Holding Chart
Legacy Advisory Services, LLC IWM ($223.08) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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