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

Legacy Edge 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	$30M	Buy	241,524 +1,696	+0.7%	+$204K	2.76%	7
2026 Q1	$25.6M	Sell	239,828 -4,408	-2%	-$500K	2.69%	7
2025 Q4	$28.9M	Buy	244,236 +1,524	+0.6%	+$181K	3.16%	6
2025 Q3	$28.4M	Buy	242,712 +11,288	+5%	+$1.26M	3.35%	6
2025 Q2	$24.6M	Sell	231,424 -4,016	-2%	-$384K	3.28%	6
2025 Q1	$21.3M	Buy	235,440 +3,768	+2%	+$372K	3.32%	5
2024 Q4	$23.5M	Sell	231,672 -59,240	-20%	-$5.83M	3.73%	5
2024 Q3	$27.3M	Buy	290,912 +12,168	+4%	+$1.1M	4.36%	3
2024 Q2	$25.4M	Buy	278,744 +876	+0.3%	+$74.8K	4.68%	3
2024 Q1	$23.4M	Sell	277,868 -37,980	-12%	-$3.06M	4.88%	3
2023 Q4	$23.9M	Buy	+315,848	New	+$22.3M	5.48%	3

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 22.9% 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 Edge Advisors's IWF Position: Q2 2026 in Review

Legacy Edge Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.71% in Q2 2026, buying an estimated $204K and bringing the position to 241,524 shares worth $30M. The position accounts for 2.76% of the portfolio, ranked #7.

Legacy Edge Advisors first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. 2,517 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Legacy Edge Advisors held 241,524 shares of iShares Russell 1000 Growth ETF worth $30M as of Q2 2026.
Legacy Edge Advisors bought 1,696 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $204K.
iShares Russell 1000 Growth ETF made up 2.76% of Legacy Edge Advisors's portfolio in Q2 2026, its #7 holding.
Legacy Edge Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,517 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.