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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
Q2 		$2.67M Sell
21,501
-1,135
-5% -$137K 0.47% 49
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
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 Trust's IWF Position: Q2 2026 in Review

Legacy Trust reduced its iShares Russell 1000 Growth ETF (IWF) stake by 5% in Q2 2026, selling an estimated $137K and leaving 21,501 shares worth $2.67M. The position accounts for 0.47% of the portfolio, ranked #49.

Legacy Trust first reported a position in IWF in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.92M in Q4 2024. 2,516 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Legacy Trust held 21,501 shares of iShares Russell 1000 Growth ETF worth $2.67M as of Q2 2026.
  • Legacy Trust sold 1,135 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $137K.
  • iShares Russell 1000 Growth ETF made up 0.47% of Legacy Trust's portfolio in Q2 2026, its #49 holding.
  • Legacy Trust first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Legacy Trust's iShares Russell 1000 Growth ETF position peaked at $4.92M in Q4 2024.
  • 2,516 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.