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Legacy Investment Solutions’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$197K Buy
+1,860
New +$178K 0.1% 73
2024
Q4 		$190K Buy
1,860
+168
+10% +$16.5K 0.12% 70
2024
Q3 		$169K Buy
+1,692
New +$153K 0.1% 68

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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 Investment Solutions's IWF Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q2 2025: 1,860 shares worth $197K. The stake represents 0.1% of the portfolio and ranks #73 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in IWF as recently as Q4 2024.

Legacy Investment Solutions first reported a position in IWF in Q3 2024 and has held it in 3 quarters since. 2,295 funds tracked by Wall St. Rank hold IWF as of Q2 2025.

  • Legacy Investment Solutions held 1,860 shares of iShares Russell 1000 Growth ETF worth $197K as of Q2 2025.
  • iShares Russell 1000 Growth ETF was a new Legacy Investment Solutions position in Q2 2025.
  • iShares Russell 1000 Growth ETF made up 0.1% of Legacy Investment Solutions's portfolio in Q2 2025, its #73 holding.
  • Legacy Investment Solutions first reported a position in iShares Russell 1000 Growth ETF in Q3 2024 and has held it in 3 quarters since.
  • 2,295 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.