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L.J. Altfest & Co’s iShares Russell 1000 Growth ETF IWF Stock Holding History

L.J. Altfest & Co’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
Q1 		$226K Hold
2,124
– – 0.02% 302
2025
Q4 		$251K Hold
2,124
– – 0.03% 305
2025
Q3 		$249K Sell
2,124
-36
-2% -$4.01K 0.03% 306
2025
Q2 		$229K Buy
+2,160
New +$207K 0.03% 305
2025
Q1 		– Sell
-2,124
Closed -$213K – 344
2024
Q4 		$213K Buy
+2,124
New +$209K 0.03% 306

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

L.J. Altfest & Co's IWF Position: Q1 2026 in Review

L.J. Altfest & Co held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 2,124 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #302.

L.J. Altfest & Co first reported a position in IWF in Q4 2024 and has held it in 5 quarters since. The position peaked at $251K in Q4 2025. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • L.J. Altfest & Co held 2,124 shares of iShares Russell 1000 Growth ETF worth $226K as of Q1 2026.
  • L.J. Altfest & Co left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
  • iShares Russell 1000 Growth ETF made up 0.02% of L.J. Altfest & Co's portfolio in Q1 2026, its #302 holding.
  • L.J. Altfest & Co first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 5 quarters since.
  • L.J. Altfest & Co's iShares Russell 1000 Growth ETF position peaked at $251K in Q4 2025.
  • 2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.