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

Legacy Wealth Management (Tennessee)’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 		$633K Sell
5,096
-728
-13% -$87.8K 0.03% 22
2026
Q1 		$621K Hold
5,824
– – 0.04% 22
2025
Q4 		$689K Buy
5,824
+728
+14% +$86.2K 0.04% 22
2025
Q3 		$597K Hold
5,096
– – 0.04% 22
2025
Q2 		$541K Hold
5,096
– – 0.03% 23
2025
Q1 		$460K Buy
5,096
+56
+1% +$5.53K 0.03% 26
2024
Q4 		$506K Hold
5,040
– – 0.03% 27
2024
Q3 		$473K Hold
5,040
– – 0.03% 27
2024
Q2 		$459K Sell
5,040
-92
-2% -$7.86K 0.03% 20
2024
Q1 		$432K Sell
5,132
-644
-11% -$51.9K 0.03% 20
2023
Q4 		$438K Buy
5,776
+380
+7% +$26.9K 0.03% 19
2023
Q3 		$359K Hold
5,396
– – 0.03% 17
2023
Q2 		$371K Hold
5,396
– – 0.03% 16
2023
Q1 		$330K Sell
5,396
-880
-14% -$50.7K 0.03% 16
2022
Q4 		$336K Sell
6,276
-1,204
-16% -$66.2K 0.03% 18
2022
Q3 		$393K Buy
7,480
+112
+2% +$6.59K 0.04% 17
2022
Q2 		$403K Buy
7,368
+1,896
+35% +$114K 0.05% 19
2022
Q1 		$380K Sell
5,472
-208
-4% -$14.2K 0.05% 16
2021
Q4 		$434K Hold
5,680
– – 0.05% 15
2021
Q3 		$389K Hold
5,680
– – 0.05% 14
2021
Q2 		$386K Buy
5,680
+584
+11% +$37.7K 0.05% 14
2021
Q1 		$310K Hold
5,096
– – 0.04% 14
2020
Q4 		$307K Hold
5,096
– – 0.04% 13
2020
Q3 		$276K Hold
5,096
– – 0.04% 13
2020
Q2 		$245K Buy
+5,096
New +$225K 0.04% 13
2020
Q1 		– Sell
-5,096
Closed -$224K – 13
2019
Q4 		$224K Sell
5,096
-2,128
-29% -$88.8K 0.03% 13
2019
Q3 		$288K Buy
7,224
+1,064
+17% +$42.7K 0.05% 12
2019
Q2 		$242K Buy
+6,160
New +$238K 0.04% 12
2017
Q1 		– Sell
-3,896
Closed -$102K – 40
2016
Q4 		$102K Buy
+3,896
New +$101K 0.03% 15

Other funds holding IWF

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SMCL
Sun Mountain Capital Ltd Tortola $184M AUM
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Legacy Wealth Management (Tennessee)'s IWF Position: Q2 2026 in Review

Legacy Wealth Management (Tennessee) reduced its iShares Russell 1000 Growth ETF (IWF) stake by 13% in Q2 2026, selling an estimated $87.8K and leaving 5,096 shares worth $633K. The position accounts for 0.03% of the portfolio, ranked #22.

Legacy Wealth Management (Tennessee) first reported a position in IWF in Q4 2016 and has held it in 29 quarters since. The position peaked at $689K in Q4 2025. 898 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Legacy Wealth Management (Tennessee) held 5,096 shares of iShares Russell 1000 Growth ETF worth $633K as of Q2 2026.
  • Legacy Wealth Management (Tennessee) sold 728 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $87.8K.
  • iShares Russell 1000 Growth ETF made up 0.03% of Legacy Wealth Management (Tennessee)'s portfolio in Q2 2026, its #22 holding.
  • Legacy Wealth Management (Tennessee) first reported a position in iShares Russell 1000 Growth ETF in Q4 2016 and has held it in 29 quarters since.
  • Legacy Wealth Management (Tennessee)'s iShares Russell 1000 Growth ETF position peaked at $689K in Q4 2025.
  • 898 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q2 2026, filed 9 Jul 2026.