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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
Q3 		$300K Hold
2,399
– – 0.23% 63
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

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 Solutions LLC's IWF Position: Q3 2026 in Review

Legacy Solutions LLC held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2026 at 2,399 shares worth $300K. The position accounts for 0.23% of the portfolio, ranked #63.

Legacy Solutions LLC first reported a position in IWF in Q2 2025 and has held it in 6 quarters since. The position peaked at $309K in Q4 2025. 154 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Legacy Solutions LLC held 2,399 shares of iShares Russell 1000 Growth ETF worth $300K as of Q3 2026.
  • Legacy Solutions LLC left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 Growth ETF made up 0.23% of Legacy Solutions LLC's portfolio in Q3 2026, its #63 holding.
  • Legacy Solutions LLC first reported a position in iShares Russell 1000 Growth ETF in Q2 2025 and has held it in 6 quarters since.
  • Legacy Solutions LLC's iShares Russell 1000 Growth ETF position peaked at $309K in Q4 2025.
  • 154 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Legacy Solutions LLC's 13F filing for Q3 2026, filed 7 Oct 2026.