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Legacy Private Trust’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Legacy Private Trust’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 		$663K Sell
5,290
-108
-2% -$13.2K 0.04% 193
2026
Q2 		$670K Sell
5,398
-30
-0.6% -$3.62K 0.04% 192
2026
Q1 		$579K Hold
5,428
– – 0.04% 192
2025
Q4 		$642K Sell
5,428
-20
-0.4% -$2.37K 0.04% 187
2025
Q3 		$638K Hold
5,448
– – 0.04% 179
2025
Q2 		$578K Hold
5,448
– – 0.04% 185
2025
Q1 		$492K Sell
5,448
-40
-0.7% -$3.95K 0.03% 186
2024
Q4 		$551K Buy
5,488
+408
+8% +$40.1K 0.04% 180
2024
Q3 		$477K Sell
5,080
-40
-0.8% -$3.63K 0.03% 182
2024
Q2 		$467K Sell
5,120
-200
-4% -$17.1K 0.03% 178
2024
Q1 		$448K Sell
5,320
-700
-12% -$56.4K 0.03% 184
2023
Q4 		$456K Sell
6,020
-44
-0.7% -$3.11K 0.04% 179
2023
Q3 		$403K Hold
6,064
– – 0.03% 192
2023
Q2 		$417K Sell
6,064
-1,788
-23% -$114K 0.03% 185
2023
Q1 		$480K Buy
7,852
+3,432
+78% +$198K 0.04% 171
2022
Q4 		$237K Sell
4,420
-16
-0.4% -$880 0.02% 211
2022
Q3 		$233K Sell
4,436
-216
-5% -$12.7K 0.02% 206
2022
Q2 		$254K Sell
4,652
-840
-15% -$50.4K 0.02% 206
2022
Q1 		$381K Hold
5,492
– – 0.03% 204
2021
Q4 		$420K Buy
5,492
+1,108
+25% +$82.1K 0.03% 202
2021
Q3 		$300K Buy
4,384
+172
+4% +$12.2K 0.02% 203
2021
Q2 		$286K Sell
4,212
-280
-6% -$18.1K 0.02% 207
2021
Q1 		$273K Sell
4,492
-2,312
-34% -$141K 0.02% 205
2020
Q4 		$410K Sell
6,804
-2,120
-24% -$121K 0.04% 188
2020
Q3 		$484K Sell
8,924
-496
-5% -$26.1K 0.05% 164
2020
Q2 		$452K Hold
9,420
– – 0.05% 159
2020
Q1 		$355K Sell
9,420
-1,968
-17% -$84.8K 0.05% 165
2019
Q4 		$501K Sell
11,388
-244
-2% -$10.2K 0.05% 172
2019
Q3 		$464K Sell
11,632
-1,200
-9% -$48.1K 0.05% 175
2019
Q2 		$505K Sell
12,832
-900
-7% -$34.8K 0.06% 171
2019
Q1 		$520K Sell
13,732
-4,960
-27% -$178K 0.06% 164
2018
Q4 		$612K Buy
+18,692
New +$659K 0.08% 155

Other funds holding IWF

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

Legacy Private Trust's IWF Position: Q3 2026 in Review

Legacy Private Trust reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2% in Q3 2026, selling an estimated $13.2K and leaving 5,290 shares worth $663K. The position accounts for 0.04% of the portfolio, ranked #193.

Legacy Private Trust first reported a position in IWF in Q4 2018 and has held it in 32 quarters since. The position peaked at $670K in Q2 2026. 154 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Legacy Private Trust held 5,290 shares of iShares Russell 1000 Growth ETF worth $663K as of Q3 2026.
  • Legacy Private Trust sold 108 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $13.2K.
  • iShares Russell 1000 Growth ETF made up 0.04% of Legacy Private Trust's portfolio in Q3 2026, its #193 holding.
  • Legacy Private Trust first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 32 quarters since.
  • Legacy Private Trust's iShares Russell 1000 Growth ETF position peaked at $670K in Q2 2026.
  • 154 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.