Legacy Wealth Management (Mississippi)’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Legacy Wealth Management (Mississippi)’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
2021 Q4	–	Sell	-31,140	Closed	-$2.13M	–	105
2021 Q3	$2.13M	Sell	31,140 -1,360	-4%	-$96.2K	1.14%	25
2021 Q2	$2.21M	Sell	32,500 -160	-0.5%	-$10.3K	1.22%	21
2021 Q1	$1.98M	Sell	32,660 -240	-0.7%	-$14.6K	1.2%	25
2020 Q4	$1.98M	Buy	+32,900	New	+$1.87M	1.26%	23

Other funds holding IWF

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s IWF Position: Q4 2021 in Review

Legacy Wealth Management (Mississippi) sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2021, closing a stake of 31,140 shares — an estimated $2.13M sold.

Legacy Wealth Management (Mississippi) first reported a position in IWF in Q4 2020 and held it in 4 quarters. The position peaked at $2.21M in Q2 2021. 1,743 funds tracked by Wall St. Rank hold IWF as of Q4 2021.

Legacy Wealth Management (Mississippi) reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2021 after selling out during the quarter.
Legacy Wealth Management (Mississippi) sold 31,140 iShares Russell 1000 Growth ETF shares in Q4 2021, an estimated $2.13M.
Legacy Wealth Management (Mississippi) first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and held it in 4 quarters.
Legacy Wealth Management (Mississippi)'s iShares Russell 1000 Growth ETF position peaked at $2.21M in Q2 2021.
1,743 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2021.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q4 2021, filed 12 Dec 2024.