Legacy Edge Advisors
IWF icon

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
Q3 		$34.6M Buy
276,392
+34,868
+14% +$4.27M 3.07% 6
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
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Legacy Edge Advisors's IWF Position: Q3 2026 in Review

Legacy Edge Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 14% in Q3 2026, buying an estimated $4.27M and bringing the position to 276,392 shares worth $34.6M. The position accounts for 3.07% of the portfolio, ranked #6.

Legacy Edge Advisors first reported a position in IWF in Q4 2023 and has held it in 12 quarters since. 2,282 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Legacy Edge Advisors held 276,392 shares of iShares Russell 1000 Growth ETF worth $34.6M as of Q3 2026.
  • Legacy Edge Advisors bought 34,868 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $4.27M.
  • iShares Russell 1000 Growth ETF made up 3.07% of Legacy Edge Advisors's portfolio in Q3 2026, its #6 holding.
  • Legacy Edge Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 12 quarters since.
  • 2,282 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Legacy Edge Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.