Legacy Capital Wealth Partners, LLC Ishares Russell 2000 ETF Transaction History

Legacy Capital Wealth Partners, LLC

  • $458 Million
  • Q4 2025

A detailed history of Legacy Capital Wealth Partners, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 1,526 shares of IWM stock, worth $362,394. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,526
Previous 1,522 0.26%
Holding current value
$362,394
Previous $368,000 1.63%
% of portfolio
0.08%
Previous 0.08%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026
BUY
$236.79 - $250.33 $947 - $1,001
4 Added 0.26%
1,526 $362,000
Q3 2025

Nov 13, 2025
BUY
$214.92 - $244.84 $644 - $734
3 Added 0.2%
1,522 $368,000
Q2 2025

Aug 13, 2025
SELL
$174.82 - $215.79 $175,868 - $217,084
-1,006 Reduced 39.84%
1,519 $327,000
Q1 2025

May 02, 2025
BUY
$198.1 - $229.79 $212,957 - $247,024
1,075 Added 74.14%
2,525 $503,000
Q4 2024

Jan 30, 2025
BUY
$216.13 - $242.4 $36,742 - $41,208
170 Added 13.28%
1,450 $320,000
Q3 2024

Nov 04, 2024
BUY
$200.87 - $224.6 $257,113 - $287,488
1,280 New
1,280 $282,000
Q4 2023

Feb 05, 2024
BUY
$162.21 - $204.82 $1,297 - $1,638
8 Added 0.36%
2,245 $450,000
Q3 2023

Oct 16, 2023
BUY
$174.36 - $198.71 $390,043 - $444,514
2,237 New
2,237 $395,000
Q1 2023

May 10, 2023
BUY
$170.25 - $198.32 $162,759 - $189,593
956 Added 74.75%
2,235 $398,000
Q3 2022

Nov 14, 2022
SELL
$164.17 - $201.07 $1,149 - $1,407
-7 Reduced 0.54%
1,279 $211,000
Q2 2022

Aug 12, 2022
BUY
$163.9 - $207.91 $210,775 - $267,372
1,286 New
1,286 $218,000
Q4 2021

Feb 14, 2022
SELL
$212.12 - $242.56 $143,181 - $163,728
-675 Closed
0 $0
Q3 2021

Nov 15, 2021
BUY
$211.73 - $231.39 $142,917 - $156,188
675 New
675 $304,000

Others Institutions Holding IWM

# of Institutions
3,055
Shares Held
284M
Call Options Held
196M
Put Options Held
483M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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