Legacy Wealth Management, LLC IWF — ISHARES TR

Ownership history in Legacy Wealth Management, LLC  ·  28 quarters on record

AI Ownership Summary

Legacy Wealth Management, LLC reported ISHARES TR (IWF) in 28 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.04% in 2025 Q4. The latest visible filing shows IWF at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IWF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Legacy Wealth Management, LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IWF was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IWF stock page Legacy Wealth Management, LLC fund profile Legacy Wealth Management, LLC full holdings
How Legacy Wealth Management, LLC held IWF — position size vs. price
% of Fund (quarterly)    IWF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 1,456 — 0% 0.04% $621K 2026-04-23 $473.05
2025 Q4 ADDED — — — 1,456 +182 +14.3% 0.04% $689K 2026-01-21 $462.01
2025 Q3 UNCHANGED — — — 1,274 — 0% 0.04% $597K 2025-10-10 $458.60
2025 Q2 UNCHANGED — — — 1,274 — 0% 0.03% $541K 2025-07-17 $433.23
2025 Q1 ADDED — — — 1,274 +14 +1.1% 0.03% $460K 2025-04-25 $363.40
2024 Q4 UNCHANGED — — — 1,260 — 0% 0.03% $506K 2025-01-21 $407.77
2024 Q3 UNCHANGED — — — 1,260 — 0% 0.03% $473K 2024-10-25 $380.53
2024 Q2 REDUCED — — — 1,260 -23 -1.8% 0.03% $459K 2024-07-12 $374.06
2024 Q1 REDUCED 11.1% +9.3% ❌ 1,283 -161 -11.1% 0.03% $432K 2024-04-12 $329.79
2023 Q4 ADDED — — — 1,444 +95 +7.0% 0.03% $438K 2024-01-23 $310.94
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IWF

As of 2026 Q1 — sorted by position size

LBJ Family Wealth Advisors, Ltd. 3Y 7Y 22.72% LWM ADVISORS INC 19.14% Bluesphere Advisors LLC 3Y 18.64% NESTEGG ADVISORS, INC. 17.43% Corundum Group, Inc. 3Y 7Y 12.17% SIGNATUREFD, LLC 3Y 7Y 11.76% Waterway Wealth Management, LLC 11.27% Sylvest Advisors, LLC 9.8% E&G Advisors, LP 3Y 7Y 9.71% WETZEL INVESTMENT ADVISORS, INC. 9.4%

FAQ About Legacy Wealth Management, LLC and IWF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Legacy Wealth Management, LLC reported owning IWF?

Legacy Wealth Management, LLC reported IWF across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IWF position in Legacy Wealth Management, LLC's portfolio?

The largest reported portfolio weight for IWF was 0.04% in 2025 Q4.

What is the latest reported IWF position on this page?

The most recent filing on this page is 2026 Q1, when Legacy Wealth Management, LLC reported 1,456 shares, equal to 0.04% of portfolio, with an estimated market value of $621K.

What does the chart on this IWF ownership page compare?

The chart compares Legacy Wealth Management, LLC's quarterly IWF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Legacy Wealth Management, LLC time their IWF position?

Based on 13F filing dates vs. subsequent IWF price moves, Legacy Wealth Management, LLC correctly timed 8 out of 15 reported position changes (53%). The annualised alpha on IWF relative to SPY over the holding period was +5.3%.

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