iShares Trust - iShares Russell 2000 ETF
US ˙ ARCA ˙ US4642876555

SecurityIWM / iShares Trust - iShares Russell 2000 ETF
InstitutionLegacy Bridge, LLC
Latest Disclosed Ownership9,076 shares
Latest Disclosed Value $ 2,250,848
Legacy Bridge, LLC reports 1.82% increase in ownership of IWM / iShares Trust - iShares Russell 2000 ETF

On May 14, 2026 - Legacy Bridge, LLC filed a 13F-HR form disclosing ownership of 9,076 shares of iShares Trust - iShares Russell 2000 ETF (US:IWM) valued at $2,250,848 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 8,914 shares of iShares Trust - iShares Russell 2000 ETF. This represents a change in shares of 1.82% during the quarter. The current value of the position is $2,610,893 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 9,076 162 1.82 2,251 2.55 0.8584
2026-01-23 2025-12-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 8,914 -65 -0.72 2,194 1.01 0.8906
2025-11-12 2025-09-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 8,979 85 0.96 2,173 13.18 0.9040
2025-08-06 2025-06-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 8,894 -365 -3.94 1,919 3.90 0.9109
2025-05-08 2025-03-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 9,259 719 8.42 1,847 -2.07 1.0306
2025-01-22 2024-12-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 8,540 15 0.18 1,887 0.16 0.9838
2024-11-07 2024-09-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 8,525 -5 -0.06 1,883 8.84 1.0141
2024-08-06 2024-06-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 8,530 0 0.00 1,731 -3.51 1.0201
2024-04-25 2024-03-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 8,530 1 0.01 1,794 4.79 1.0494
2024-01-17 2023-12-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 8,529 -50 -0.58 1,712 12.86 1.1093
2023-10-11 2023-09-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 8,579 0 0.00 1,516 -5.60 1.0808
2023-07-11 2023-06-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 8,579 875 11.36 1,607 16.89 1.0724
2023-04-24 2023-03-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 7,704 0 0.00 1,374 2.31 0.9588
2023-01-11 2022-12-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 7,704 -30 -0.39 1,343 5.33 0.9548
2022-11-02 2022-09-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 7,734 0 0.00 1,275 -2.67 1.0170
2022-07-21 2022-06-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 7,734 0 0.00 1,310 -17.51 0.9668
2022-04-28 2022-03-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 7,734 0 0.00 1,588 -7.67 0.9277
2022-01-18 2021-12-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 7,734 100 1.31 1,720 2.99 0.8960
2021-10-26 2021-09-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 7,634 83 1.10 1,670 -3.58 0.9627
2021-08-03 2021-06-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 7,551 -25 -0.33 1,732 3.46 0.9796
2021-04-29 2021-03-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 7,576 615 8.83 1,674 22.64 1.0832
2021-02-02 2020-12-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 6,961 400 6.10 1,365 38.86 0.9895
2020-10-19 2020-09-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 6,561 113 1.75 983 6.50 0.8974
2020-08-04 2020-06-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 6,448 60 0.94 923 26.27 1.0158
2020-05-01 2020-03-31 13F/A-1 ISHARES TR RUSSELL 2000 ETF 464287655 6,388 -2,697 -29.69 731 -51.43 0.9206
2020-04-09 2020-03-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 6,388 -2,697 731 927,217.8391
2020-02-04 2019-12-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 9,085 99 1.10 1,505 10.66 1.2497
2019-10-15 2019-09-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 8,986 -118 -1.30 1,360 -3.95 1.2984
2019-07-11 2019-06-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 9,104 0 0.00 1,416 1.58 1.3658
2019-04-26 2019-03-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 9,104 0 0.00 1,394 14.36 1.4371
2019-01-25 2018-12-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 9,104 9,104 1,219 1.5085
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.