ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Legacy Trust's Holding History (CIK: 0001772483)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 18,755 Value ($000) $4,617 Avg Close Range
Q3 2025
Shares 11,825 Value ($000) $2,861 Avg Close Range
Q2 2025
Shares 12,725 Value ($000) $2,746 Avg Close Range
Q1 2025
Shares 31,188 Value ($000) $6,222 Avg Close Range
Q4 2024
Shares 30,400 Value ($000) $6,717 Avg Close Range
Q3 2024
Shares 30,105 Value ($000) $6,650 Avg Close Range
Q2 2024
Shares 29,915 Value ($000) $6,069 Avg Close Range
Q1 2024
Shares 29,935 Value ($000) $6,295 Avg Close Range
Q4 2023
Shares 30,890 Value ($000) $6,200 Avg Close Range
Q3 2023
Shares 30,343 Value ($000) $5,363 Avg Close Range
Q2 2023
Shares 30,688 Value ($000) $5,747 Avg Close Range
Q1 2023
Shares 31,249 Value ($000) $5,575 Avg Close Range
Q4 2022
Shares 30,889 Value ($000) $5,386 Avg Close Range