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

Legacy Wealth Planning’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
2022 Q3	$1.82M	Sell	34,564 -4,116	-11%	-$242K	3.01%	6
2022 Q2	$2.12M	Hold	38,680	–	–	3.03%	6
2022 Q1	$2.69M	Sell	38,680 -1,184	-3%	-$80.8K	3.16%	5
2021 Q4	$3.05M	Sell	39,864 -1,004	-2%	-$74.4K	3.47%	5
2021 Q3	$2.8M	Sell	40,868 -984	-2%	-$69.6K	3.14%	5
2021 Q2	$2.84M	Sell	41,852 -292	-0.7%	-$18.8K	3.23%	5
2021 Q1	$2.56M	Sell	42,144 -4,316	-9%	-$263K	3.27%	5
2020 Q4	$2.8M	Sell	46,460 -1,092	-2%	-$62.2K	3.59%	5
2020 Q3	$2.58M	Sell	47,552 -4,308	-8%	-$227K	2.95%	8
2020 Q2	$2.49M	Sell	51,860 -5,128	-9%	-$226K	2.96%	9
2020 Q1	$2.15M	Sell	56,988 -5,352	-9%	-$231K	3.44%	5
2019 Q4	$2.74M	Buy	+62,340	New	+$2.6M	3.11%	7

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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 Planning's IWF Position: Q3 2022 in Review

Legacy Wealth Planning reduced its iShares Russell 1000 Growth ETF (IWF) stake by 11% in Q3 2022, selling an estimated $242K and leaving 34,564 shares worth $1.82M. The position accounts for 3.01% of the portfolio, ranked #6.

Legacy Wealth Planning first reported a position in IWF in Q4 2019 and has held it in 12 quarters since. The position peaked at $3.05M in Q4 2021. 1,575 funds tracked by Wall St. Rank hold IWF as of Q3 2022.

Legacy Wealth Planning held 34,564 shares of iShares Russell 1000 Growth ETF worth $1.82M as of Q3 2022.
Legacy Wealth Planning sold 4,116 iShares Russell 1000 Growth ETF shares in Q3 2022, an estimated $242K.
iShares Russell 1000 Growth ETF made up 3.01% of Legacy Wealth Planning's portfolio in Q3 2022, its #6 holding.
Legacy Wealth Planning first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 12 quarters since.
Legacy Wealth Planning's iShares Russell 1000 Growth ETF position peaked at $3.05M in Q4 2021.
1,575 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.