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

Legacy Financial 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
Q1 		– Sell
-7,080
Closed -$838K – 417
2025
Q4 		$838K Buy
+7,080
New +$839K 0.12% 148
2019
Q1 		– Sell
-192
Closed -$6K – 1108
2018
Q4 		$6K Hold
192
– – ﹤0.01% 699
2018
Q3 		$7K Sell
192
-1,000
-84% -$37.9K ﹤0.01% 614
2018
Q2 		$44K Hold
1,192
– – 0.02% 264
2018
Q1 		$40K Hold
1,192
– – 0.02% 269
2017
Q4 		$40K Buy
+1,192
New +$39.1K 0.02% 277

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Legacy Financial Advisors's IWF Position: Q1 2026 in Review

Legacy Financial Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2026, closing a stake of 7,080 shares — an estimated $838K sold.

Legacy Financial Advisors first reported a position in IWF in Q4 2017 and held it in 6 quarters. The position peaked at $838K in Q4 2025. 2,438 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Legacy Financial Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Legacy Financial Advisors sold 7,080 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $838K.
  • Legacy Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's iShares Russell 1000 Growth ETF position peaked at $838K in Q4 2025.
  • 2,438 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.