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Andrews Lucia Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Andrews Lucia Wealth Management’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 		$353K Buy
2,846
+2
+0.1% +$241 0.18% 32
2026
Q1 		$303K Hold
2,844
– – 0.18% 31
2025
Q4 		$337K Hold
2,844
– – 0.2% 28
2025
Q3 		$333K Hold
2,844
– – 0.2% 28
2025
Q2 		$302K Hold
2,844
– – 0.2% 26
2025
Q1 		$286K Hold
2,844
– – 0.19% 24
2024
Q4 		$267K Hold
2,844
– – 0.18% 24
2024
Q3 		$259K Sell
2,844
-2,844
-50% -$258K 0.18% 24
2024
Q2 		$499K Buy
5,688
+2,844
+100% +$243K 0.35% 19
2024
Q1 		$240K Hold
2,844
– – 0.17% 26
2023
Q4 		$216K Buy
+2,844
New +$201K 0.17% 27
2022
Q2 		– Sell
-2,844
Closed -$217K – 19
2022
Q1 		$217K Hold
2,844
– – 0.19% 19
2021
Q4 		$217K Buy
+2,844
New +$211K 0.2% 18

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

Andrews Lucia Wealth Management's IWF Position: Q2 2026 in Review

Andrews Lucia Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.07% in Q2 2026, buying an estimated $241 and bringing the position to 2,846 shares worth $353K. The position accounts for 0.18% of the portfolio, ranked #32.

Andrews Lucia Wealth Management first reported a position in IWF in Q4 2021 and has held it in 13 quarters since. The position peaked at $499K in Q2 2024. 898 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Andrews Lucia Wealth Management held 2,846 shares of iShares Russell 1000 Growth ETF worth $353K as of Q2 2026.
  • Andrews Lucia Wealth Management bought 2 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $241.
  • iShares Russell 1000 Growth ETF made up 0.18% of Andrews Lucia Wealth Management's portfolio in Q2 2026, its #32 holding.
  • Andrews Lucia Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 13 quarters since.
  • Andrews Lucia Wealth Management's iShares Russell 1000 Growth ETF position peaked at $499K in Q2 2024.
  • 898 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Andrews Lucia Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.