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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2M Sell
4,711
-7,531
-62% -$3.2M 0.49% 52
2025
Q1
$4.42M Sell
12,242
-7
-0.1% -$2.53K 1.07% 32
2024
Q4
$4.92M Sell
12,249
-622
-5% -$250K 1.14% 31
2024
Q3
$4.83M Hold
12,871
1.11% 31
2024
Q2
$4.69M Hold
12,871
1.17% 31
2024
Q1
$4.34M Hold
12,871
1.08% 33
2023
Q4
$3.9M Buy
12,871
+1,310
+11% +$397K 1.02% 38
2023
Q3
$3.08M Sell
11,561
-78
-0.7% -$20.7K 0.89% 41
2023
Q2
$3.2M Buy
11,639
+300
+3% +$82.6K 0.88% 39
2023
Q1
$2.77M Sell
11,339
-755
-6% -$184K 0.83% 41
2022
Q4
$2.59M Buy
+12,094
New +$2.59M 0.8% 42