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

Legacy 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 Q1	$2.41M	Sell	22,636 -1,720	-7%	-$195K	0.46%	52
2025 Q4	$2.88M	Buy	24,356 +5,040	+26%	+$597K	0.54%	47
2025 Q3	$2.26M	Buy	19,316 +472	+3%	+$52.6K	0.45%	49
2025 Q2	$2M	Sell	18,844 -30,124	-62%	-$2.88M	0.49%	52
2025 Q1	$4.42M	Sell	48,968 -28	-0.1%	-$2.76K	1.07%	32
2024 Q4	$4.92M	Sell	48,996 -2,488	-5%	-$245K	1.14%	31
2024 Q3	$4.83M	Hold	51,484	–	–	1.11%	31
2024 Q2	$4.69M	Hold	51,484	–	–	1.17%	31
2024 Q1	$4.34M	Hold	51,484	–	–	1.08%	33
2023 Q4	$3.9M	Buy	51,484 +5,240	+11%	+$371K	1.02%	38
2023 Q3	$3.08M	Sell	46,244 -312	-0.7%	-$21.5K	0.89%	41
2023 Q2	$3.2M	Buy	46,556 +1,200	+3%	+$76.3K	0.88%	39
2023 Q1	$2.77M	Sell	45,356 -3,020	-6%	-$174K	0.83%	41
2022 Q4	$2.59M	Buy	+48,376	New	+$2.66M	0.8%	42

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Legacy Trust's IWF Position: Q1 2026 in Review

Legacy Trust reduced its iShares Russell 1000 Growth ETF (IWF) stake by 7.1% in Q1 2026, selling an estimated $195K and leaving 22,636 shares worth $2.41M. The position accounts for 0.46% of the portfolio, ranked #52.

Legacy Trust first reported a position in IWF in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.92M in Q4 2024. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Legacy Trust held 22,636 shares of iShares Russell 1000 Growth ETF worth $2.41M as of Q1 2026.
Legacy Trust sold 1,720 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $195K.
iShares Russell 1000 Growth ETF made up 0.46% of Legacy Trust's portfolio in Q1 2026, its #52 holding.
Legacy Trust first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 14 quarters since.
Legacy Trust's iShares Russell 1000 Growth ETF position peaked at $4.92M in Q4 2024.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.