Legacy Trust IWM Holdings History
Legacy Trust's iShares Russell 2000 ETF Holding Summary
As of 2025-06-30, Legacy Trust held 12,725.00 shares of iShares Russell 2000 ETF(IWM), totaling $2.75 Mil. This investment constitutes 0.67% of their stock portfolio, and Legacy Trust now holds 0% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2022Q4. And since then Legacy Trust has made 5 purchases of IWM, at an average price of $178.31, for a total of 33,069.00 shares. In addition, there have been 5 sales at an average price of $200.26 for 20,344.00 shares. Based on historical transaction data and IWM's current price of $223.55, Legacy Trust's estimated gain on his IWM holdings is $1.02 Mil, reflecting a 17.34% gain to date.
Legacy Trust IWM ($223.55) Holding Chart
Legacy Trust IWM ($223.55) 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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