Legend Financial Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Legend Financial Advisors’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
2025 Q3	–	Sell	-904	Closed	-$96K	–	97
2025 Q2	$96K	Buy	+904	New	+$86.4K	0.06%	44
2025 Q1	–	Sell	-1,400	Closed	-$141K	–	137
2024 Q4	$141K	Sell	1,400 -56	-4%	-$5.51K	0.1%	38
2024 Q3	$137K	Sell	1,456 -252	-15%	-$22.8K	0.09%	39
2024 Q2	$156K	Sell	1,708 -100	-6%	-$8.54K	0.11%	44
2024 Q1	$152K	Sell	1,808 -120	-6%	-$9.67K	0.11%	40
2023 Q4	$146K	Hold	1,928	–	–	0.12%	38
2023 Q3	$128K	Sell	1,928 -252	-12%	-$17.4K	0.11%	46
2023 Q2	$150K	Hold	2,180	–	–	0.13%	41
2023 Q1	$133K	Hold	2,180	–	–	0.11%	43
2022 Q4	$117K	Hold	2,180	–	–	0.1%	50
2022 Q3	$115K	Buy	+2,180	New	+$128K	0.11%	43

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Legend Financial Advisors's IWF Position: Q3 2025 in Review

Legend Financial Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2025, closing a stake of 904 shares — an estimated $96K sold.

Legend Financial Advisors first reported a position in IWF in Q3 2022 and held it in 11 quarters. The position peaked at $156K in Q2 2024. 2,351 funds tracked by Wall St. Rank hold IWF as of Q3 2025.

Legend Financial Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2025 after selling out during the quarter.
Legend Financial Advisors sold 904 iShares Russell 1000 Growth ETF shares in Q3 2025, an estimated $96K.
Legend Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q3 2022 and held it in 11 quarters.
Legend Financial Advisors's iShares Russell 1000 Growth ETF position peaked at $156K in Q2 2024.
2,351 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.