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Legacy Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Legacy Advisors’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.95M Hold
64,044
– – 0.74% 29
2026
Q1 		$6.83M Sell
64,044
-668
-1% -$75.8K 0.8% 30
2025
Q4 		$7.66M Sell
64,712
-5,440
-8% -$644K 0.82% 29
2025
Q3 		$8.21M Buy
+70,152
New +$7.81M 1.01% 25
2025
Q2 		– Sell
-51,956
Closed -$4.69M – 206
2025
Q1 		$4.69M Buy
51,956
+2,400
+5% +$237K 0.48% 36
2024
Q4 		$4.98M Buy
49,556
+1,600
+3% +$157K 0.48% 37
2024
Q3 		$4.5M Hold
47,956
– – 0.49% 37
2024
Q2 		$4.37M Buy
47,956
+2,000
+4% +$171K 0.53% 32
2024
Q1 		$3.87M Hold
45,956
– – 0.49% 37
2023
Q4 		$3.48M Sell
45,956
-3,180
-6% -$225K 0.45% 39
2023
Q3 		$3.27M Sell
49,136
-34,248
-41% -$2.36M 0.53% 43
2023
Q2 		$5.74M Buy
83,384
+40,648
+95% +$2.58M 0.85% 19
2023
Q1 		$2.61M Buy
42,736
+1,828
+4% +$105K 0.48% 50
2022
Q4 		$2.19M Sell
40,908
-3,820
-9% -$210K 0.4% 54
2022
Q3 		$2.35M Sell
44,728
-512
-1% -$30.1K 0.52% 38
2022
Q2 		$2.47M Buy
45,240
+512
+1% +$30.7K 0.52% 35
2022
Q1 		$3.1M Buy
44,728
+9,920
+28% +$677K 0.6% 24
2021
Q4 		$2.66M Buy
34,808
+3,820
+12% +$283K 0.98% 22
2021
Q3 		$2.12M Hold
30,988
– – 0.85% 23
2021
Q2 		$2.1M Hold
30,988
– – 0.85% 23
2021
Q1 		$1.88M Hold
30,988
– – 0.83% 24
2020
Q4 		$1.87M Hold
30,988
– – 1.06% 21
2020
Q3 		$1.68M Sell
30,988
-27,680
-47% -$1.46M 1.11% 22
2020
Q2 		$2.81M Hold
58,668
– – 2.23% 13
2020
Q1 		$2.21M Hold
58,668
– – 2.21% 13
2019
Q4 		$2.58M Sell
58,668
-80
-0.1% -$3.34K 1.64% 15
2019
Q3 		$2.34M Buy
58,748
+80
+0.1% +$3.21K 1.75% 14
2019
Q2 		$2.31M Sell
58,668
-58,668
-50% -$2.27M 1.56% 14
2019
Q1 		$4.44M Buy
117,336
+58,668
+100% +$2.11M 1.44% 19
2018
Q4 		$1.92M Hold
58,668
– – 1.46% 17
2018
Q3 		$2.29M Hold
58,668
– – 1.13% 19
2018
Q2 		$2.11M Hold
58,668
– – 1.58% 13
2018
Q1 		$2.01M Sell
58,668
-9,848
-14% -$345K 1.48% 17
2017
Q4 		$2.31M Buy
68,516
+51,324
+299% +$1.68M 2.25% 11
2017
Q3 		$537K Hold
17,192
– – 0.6% 28
2017
Q2 		$511K Hold
17,192
– – 0.65% 25
2017
Q1 		$489K Hold
17,192
– – 0.66% 24
2016
Q4 		$450K Buy
+17,192
New +$446K 0.61% 23

Other funds holding IWF

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SMCL
Sun Mountain Capital Ltd Tortola $184M AUM
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Legacy Advisors's IWF Position: Q2 2026 in Review

Legacy Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 64,044 shares worth $7.95M. The position accounts for 0.74% of the portfolio, ranked #29.

Legacy Advisors first reported a position in IWF in Q4 2016 and has held it in 38 quarters since. The position peaked at $8.21M in Q3 2025. 898 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Legacy Advisors held 64,044 shares of iShares Russell 1000 Growth ETF worth $7.95M as of Q2 2026.
  • Legacy Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 0.74% of Legacy Advisors's portfolio in Q2 2026, its #29 holding.
  • Legacy Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2016 and has held it in 38 quarters since.
  • Legacy Advisors's iShares Russell 1000 Growth ETF position peaked at $8.21M in Q3 2025.
  • 898 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.