Legacy Capital Wealth Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Legacy Capital Wealth Partners’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	$1.86M	Buy	15,006 +4,218	+39%	+$508K	0.36%	52
2026 Q1	$1.15M	Buy	10,788 +3,668	+52%	+$416K	0.24%	93
2025 Q4	$843K	Buy	7,120 +8	+0.1%	+$948	0.18%	120
2025 Q3	$833K	Sell	7,112 -72	-1%	-$8.02K	0.18%	115
2025 Q2	$763K	Buy	7,184 +3,560	+98%	+$340K	0.17%	120
2025 Q1	$327K	Sell	3,624 -788	-18%	-$77.7K	0.08%	263
2024 Q4	$443K	Buy	+4,412	New	+$434K	0.11%	204
2023 Q4	–	Sell	-8,424	Closed	-$560K	–	299
2023 Q3	$560K	Sell	8,424 -45,784	-84%	-$3.16M	0.15%	134
2023 Q2	$3.73M	Sell	54,208 -93,312	-63%	-$5.93M	3.1%	11
2023 Q1	$9.01M	Sell	147,520 -13,384	-8%	-$771K	2.46%	11
2022 Q4	$8.62M	Buy	+160,904	New	+$8.85M	4.12%	10

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Legacy Capital Wealth Partners's IWF Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its iShares Russell 1000 Growth ETF (IWF) stake by 39% in Q2 2026, buying an estimated $508K and bringing the position to 15,006 shares worth $1.86M. The position accounts for 0.36% of the portfolio, ranked #52.

Legacy Capital Wealth Partners first reported a position in IWF in Q4 2022 and has held it in 11 quarters since. The position peaked at $9.01M in Q1 2023. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Legacy Capital Wealth Partners held 15,006 shares of iShares Russell 1000 Growth ETF worth $1.86M as of Q2 2026.
Legacy Capital Wealth Partners bought 4,218 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $508K.
iShares Russell 1000 Growth ETF made up 0.36% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #52 holding.
Legacy Capital Wealth Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 11 quarters since.
Legacy Capital Wealth Partners's iShares Russell 1000 Growth ETF position peaked at $9.01M in Q1 2023.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.