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

Legacy Bridge’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 Q1	$320K	Hold	3,000	–	–	0.12%	127
2025 Q4	$355K	Hold	3,000	–	–	0.14%	121
2025 Q3	$351K	Hold	3,000	–	–	0.15%	119
2025 Q2	$318K	Hold	3,000	–	–	0.15%	119
2025 Q1	$271K	Hold	3,000	–	–	0.15%	126
2024 Q4	$301K	Hold	3,000	–	–	0.16%	124
2024 Q3	$282K	Hold	3,000	–	–	0.15%	127
2024 Q2	$273K	Hold	3,000	–	–	0.16%	118
2024 Q1	$253K	Hold	3,000	–	–	0.15%	129
2023 Q4	$227K	Hold	3,000	–	–	0.15%	133
2023 Q3	$199K	Hold	3,000	–	–	0.14%	140
2023 Q2	$206K	Sell	3,000 -1,000	-25%	-$63.6K	0.14%	139
2023 Q1	$244K	Hold	4,000	–	–	0.17%	133
2022 Q4	$214K	Hold	4,000	–	–	0.15%	135
2022 Q3	$210K	Hold	4,000	–	–	0.17%	130
2022 Q2	$219K	Hold	4,000	–	–	0.16%	136
2022 Q1	$278K	Hold	4,000	–	–	0.16%	139
2021 Q4	$306K	Hold	4,000	–	–	0.16%	141
2021 Q3	$274K	Hold	4,000	–	–	0.16%	139
2021 Q2	$271K	Hold	4,000	–	–	0.15%	141
2021 Q1	$243K	Hold	4,000	–	–	0.16%	133
2020 Q4	$241K	Hold	4,000	–	–	0.17%	125
2020 Q3	$217K	Hold	4,000	–	–	0.2%	119
2020 Q2	$192K	Hold	4,000	–	–	0.21%	119
2020 Q1	$151K	Buy	+4,000	New	+$172K	0.19%	123

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Legacy Bridge's IWF Position: Q1 2026 in Review

Legacy Bridge held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 3,000 shares worth $320K. The position accounts for 0.12% of the portfolio, ranked #127.

Legacy Bridge first reported a position in IWF in Q1 2020 and has held it in 25 quarters since. The position peaked at $355K in Q4 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Legacy Bridge held 3,000 shares of iShares Russell 1000 Growth ETF worth $320K as of Q1 2026.
Legacy Bridge left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.12% of Legacy Bridge's portfolio in Q1 2026, its #127 holding.
Legacy Bridge first reported a position in iShares Russell 1000 Growth ETF in Q1 2020 and has held it in 25 quarters since.
Legacy Bridge's iShares Russell 1000 Growth ETF position peaked at $355K in Q4 2025.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.