Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-164
Closed -$10.9K – 270
2023
Q3 		$10.9K Buy
+164
New +$11.3K ﹤0.01% 328

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UBS Group
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Legacy Financial Group (Iowa)'s IWF Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2023, closing a stake of 164 shares — an estimated $10.9K sold.

Legacy Financial Group (Iowa) first reported a position in IWF in Q3 2023 and held it in 1 quarter. The position peaked at $10.9K in Q3 2023. 1,957 funds tracked by Wall St. Rank hold IWF as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 164 iShares Russell 1000 Growth ETF shares in Q4 2023, an estimated $10.9K.
  • Legacy Financial Group (Iowa) first reported a position in iShares Russell 1000 Growth ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s iShares Russell 1000 Growth ETF position peaked at $10.9K in Q3 2023.
  • 1,957 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.