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

Legacy Solutions LLC’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 		$298K Sell
2,399
-129
-5% -$15.6K 0.24% 60
2026
Q1 		$270K Sell
2,528
-80
-3% -$9.08K 0.25% 59
2025
Q4 		$309K Hold
2,608
– – 0.27% 56
2025
Q3 		$306K Hold
2,608
– – 0.27% 55
2025
Q2 		$277K Buy
+2,608
New +$249K 0.27% 58

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 Solutions LLC's IWF Position: Q2 2026 in Review

Legacy Solutions LLC reduced its iShares Russell 1000 Growth ETF (IWF) stake by 5.1% in Q2 2026, selling an estimated $15.6K and leaving 2,399 shares worth $298K. The position accounts for 0.24% of the portfolio, ranked #60.

Legacy Solutions LLC first reported a position in IWF in Q2 2025 and has held it in 5 quarters since. The position peaked at $309K in Q4 2025. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Legacy Solutions LLC held 2,399 shares of iShares Russell 1000 Growth ETF worth $298K as of Q2 2026.
  • Legacy Solutions LLC sold 129 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $15.6K.
  • iShares Russell 1000 Growth ETF made up 0.24% of Legacy Solutions LLC's portfolio in Q2 2026, its #60 holding.
  • Legacy Solutions LLC first reported a position in iShares Russell 1000 Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • Legacy Solutions LLC's iShares Russell 1000 Growth ETF position peaked at $309K in Q4 2025.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Legacy Solutions LLC's 13F filing for Q2 2026, filed 6 Jul 2026.