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

Legacy Advisors’s Portfolio IWF Stock Details IWF Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-12,989	Closed	-$4.69M	–	206
2025 Q1	$4.69M	Buy	12,989 +600	+5%	+$217K	0.48%	36
2024 Q4	$4.98M	Buy	12,389 +400	+3%	+$161K	0.48%	37
2024 Q3	$4.5M	Hold	11,989	–	–	0.49%	37
2024 Q2	$4.37M	Buy	11,989 +500	+4%	+$182K	0.53%	32
2024 Q1	$3.87M	Hold	11,489	–	–	0.49%	37
2023 Q4	$3.48M	Sell	11,489 -795	-6%	-$241K	0.45%	39
2023 Q3	$3.27M	Sell	12,284 -8,562	-41%	-$2.28M	0.53%	43
2023 Q2	$5.74M	Buy	20,846 +10,162	+95%	+$2.8M	0.85%	19
2023 Q1	$2.61M	Buy	10,684 +457	+4%	+$112K	0.48%	50
2022 Q4	$2.19M	Sell	10,227 -955	-9%	-$205K	0.4%	54
2022 Q3	$2.35M	Sell	11,182 -128	-1%	-$26.9K	0.52%	38
2022 Q2	$2.47M	Buy	11,310 +128	+1%	+$28K	0.52%	35
2022 Q1	$3.1M	Buy	11,182 +2,480	+28%	+$688K	0.6%	24
2021 Q4	$2.66M	Buy	8,702 +955	+12%	+$292K	0.98%	22
2021 Q3	$2.12M	Hold	7,747	–	–	0.85%	23
2021 Q2	$2.1M	Hold	7,747	–	–	0.85%	23
2021 Q1	$1.88M	Hold	7,747	–	–	0.83%	24
2020 Q4	$1.87M	Hold	7,747	–	–	1.06%	21
2020 Q3	$1.68M	Sell	7,747 -6,920	-47%	-$1.5M	1.11%	22
2020 Q2	$2.82M	Hold	14,667	–	–	2.23%	13
2020 Q1	$2.21M	Hold	14,667	–	–	2.21%	13
2019 Q4	$2.58M	Sell	14,667 -20	-0.1%	-$3.52K	1.64%	15
2019 Q3	$2.34M	Buy	14,687 +20	+0.1%	+$3.19K	1.75%	14
2019 Q2	$2.31M	Sell	14,667 -14,667	-50%	-$2.31M	1.56%	14
2019 Q1	$4.44M	Buy	29,334 +14,667	+100%	+$2.22M	1.44%	19
2018 Q4	$1.92M	Hold	14,667	–	–	1.46%	17
2018 Q3	$2.29M	Hold	14,667	–	–	1.13%	19
2018 Q2	$2.11M	Hold	14,667	–	–	1.58%	13
2018 Q1	$2.01M	Sell	14,667 -2,462	-14%	-$337K	1.48%	17
2017 Q4	$2.31M	Buy	17,129 +12,831	+299%	+$1.73M	2.25%	11
2017 Q3	$537K	Hold	4,298	–	–	0.6%	28
2017 Q2	$511K	Hold	4,298	–	–	0.65%	25
2017 Q1	$489K	Hold	4,298	–	–	0.66%	24
2016 Q4	$450K	Buy	+4,298	New	+$450K	0.61%	23