Legacy Advisors, LLC IWR holdings history
ISHARES RUSSELL MID-CAP ETF · CUSIP 464287499 · CIK 1720969
As of 2026-06-30, Legacy Advisors, LLC reported 207.33K IWR (shares), valued at $22.87M, or 2.14% of its reported non-derivative portfolio. Filed 2026-07-24.
Verify history & sources →Shares decreased 2.25%; reported value increased 10.91%, and weight changed -0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.14% | 207,332 | SEC filing ↗Filed Jul 24, 2026 |
| Q1 2026 | 2.43% | 212,098 | SEC filing ↗Filed May 5, 2026 |
| Q4 2025 | 2.18% | 210,902 | SEC filing ↗Filed Jan 27, 2026 |
| Q3 2025 | 2.59% | 216,908 | SEC filing ↗Filed Nov 13, 2025 |
| Q2 2025 | 0.65% | 20,593 | SEC filing ↗Filed Aug 7, 2025 |
| Q1 2025 | 2.03% | 229,995 | SEC filing ↗Filed Apr 23, 2025Combination report |
| Q4 2024 | 1.96% | 228,528 | SEC filing ↗Filed Feb 14, 2025Combination report |
| Q3 2024 | 2.20% | 230,917 | SEC filing ↗Filed Nov 13, 2024Combination report |
| Q2 2024 | 2.30% | 233,442 | SEC filing ↗Filed Jul 30, 2024Combination report |
| Q1 2024 | 2.43% | 228,489 | SEC filing ↗Filed Apr 30, 2024Combination report |
| Q4 2023 | 2.31% | 230,489 | SEC filing ↗Filed Feb 12, 2024Combination report |
| Q3 2023 | 2.01% | 179,531 | SEC filing ↗Filed Nov 14, 2023Combination report |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.01% | 179,531 | $12.49M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 14, 2023 |
| Q4 2023 | 2.31% | 230,489 | $17.92M | Shares increased 28.38%; reported value increased 43.43%, and weight changed +0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2024 |
| Q1 2024 | 2.43% | 228,489 | $19.21M | Shares decreased 0.87%; reported value increased 7.24%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2024 |
| Q2 2024 | 2.30% | 233,442 | $18.93M | Shares increased 2.17%; reported value decreased 1.49%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2024 |
| Q3 2024 | 2.20% | 230,917 | $20.35M | Shares decreased 1.08%; reported value increased 7.53%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2024 |
| Q4 2024 | 1.96% | 228,528 | $20.20M | Shares decreased 1.03%; reported value decreased 0.74%, and weight changed -0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 2.03% | 229,995 | $19.57M | Shares increased 0.64%; reported value decreased 3.15%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2025 |
| Q2 2025 | 0.65% | 20,593 | $223.91K | Shares decreased 91.05%; reported value decreased 98.86%, and weight changed -1.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2025 |
| Q3 2025 | 2.59% | 216,908 | $20.94M | Shares increased 953.31%; reported value increased 9252.85%, and weight changed +1.94 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2025 |
| Q4 2025 | 2.18% | 210,902 | $20.30M | Shares decreased 2.77%; reported value decreased 3.05%, and weight changed -0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 27, 2026 |
| Q1 2026 | 2.43% | 212,098 | $20.62M | Shares increased 0.57%; reported value increased 1.57%, and weight changed +0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 5, 2026 |
| Q2 2026 | 2.14% | 207,332 | $22.87M | Shares decreased 2.25%; reported value increased 10.91%, and weight changed -0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2026 |
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