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

Legacy Financial Group (Oklahoma)’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 		$4.82M Sell
38,816
-752
-2% -$90.7K 1.12% 19
2026
Q1 		$4.22M Buy
39,568
+1,404
+4% +$159K 1.11% 20
2025
Q4 		$4.52M Sell
38,164
-2,240
-6% -$265K 1.18% 19
2025
Q3 		$4.73M Sell
40,404
-1,544
-4% -$172K 1.3% 19
2025
Q2 		$4.45M Buy
41,948
+532
+1% +$50.9K 1.32% 19
2025
Q1 		$3.74M Buy
41,416
+1,296
+3% +$128K 1.2% 23
2024
Q4 		$4.03M Buy
40,120
+1,116
+3% +$110K 1.3% 23
2024
Q3 		$3.65M Sell
39,004
-856
-2% -$77.6K 1.24% 23
2024
Q2 		$3.63M Sell
39,860
-16
-0% -$1.37K 1.38% 21
2024
Q1 		$3.36M Buy
39,876
+1,788
+5% +$144K 1.32% 22
2023
Q4 		$2.89M Buy
38,088
+1,196
+3% +$84.6K 1.26% 22
2023
Q3 		$2.45M Sell
36,892
-376
-1% -$26K 1.21% 22
2023
Q2 		$2.56M Sell
37,268
-2,836
-7% -$180K 1.28% 21
2023
Q1 		$2.45M Buy
40,104
+532
+1% +$30.6K 1.35% 21
2022
Q4 		$2.12M Buy
+39,572
New +$2.18M 1.31% 23

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Legacy Financial Group (Oklahoma)'s IWF Position: Q2 2026 in Review

Legacy Financial Group (Oklahoma) reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.9% in Q2 2026, selling an estimated $90.7K and leaving 38,816 shares worth $4.82M. The position accounts for 1.12% of the portfolio, ranked #19.

Legacy Financial Group (Oklahoma) first reported a position in IWF in Q4 2022 and has held it in 15 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Legacy Financial Group (Oklahoma) held 38,816 shares of iShares Russell 1000 Growth ETF worth $4.82M as of Q2 2026.
  • Legacy Financial Group (Oklahoma) sold 752 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $90.7K.
  • iShares Russell 1000 Growth ETF made up 1.12% of Legacy Financial Group (Oklahoma)'s portfolio in Q2 2026, its #19 holding.
  • Legacy Financial Group (Oklahoma) first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q2 2026, filed 30 Jul 2026.