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Lake Street Advisors Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Lake Street Advisors Group’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
2024
Q4 		$1.79M Sell
17,876
-768
-4% -$75.5K 0.08% 152
2024
Q3 		$1.75M Buy
18,644
+4
+0% +$363 0.08% 140
2024
Q2 		$1.7M Buy
18,640
+4
+0% +$342 0.08% 150
2024
Q1 		$1.57M Sell
18,636
-724
-4% -$58.3K 0.07% 165
2023
Q4 		$1.47M Buy
+19,360
New +$1.37M 0.07% 176
2021
Q3 		– Sell
-28,312
Closed -$2M – 331
2021
Q2 		$2M Buy
28,312
+1,992
+8% +$128K 0.15% 68
2021
Q1 		$1.6M Hold
26,320
– – 0.13% 70
2020
Q4 		$1.59M Buy
26,320
+4
+0% +$228 0.13% 71
2020
Q3 		$1.43M Sell
26,316
-220
-0.8% -$11.6K 0.13% 68
2020
Q2 		$1.27M Buy
26,536
+4
+0% +$176 0.13% 71
2020
Q1 		$999K Sell
26,532
-132
-0.5% -$5.69K 0.12% 71
2019
Q4 		$1.17M Buy
26,664
+2,060
+8% +$86K 0.12% 64
2019
Q3 		$982K Buy
24,604
+3,300
+15% +$132K 0.11% 63
2019
Q2 		$838K Buy
21,304
+4
+0% +$155 0.09% 65
2019
Q1 		$806K Buy
21,300
+4
+0% +$144 0.08% 68
2018
Q4 		$697K Buy
21,296
+12
+0.1% +$423 0.08% 69
2018
Q3 		$830K Sell
21,284
-14,904
-41% -$564K 0.09% 62
2018
Q2 		$1.3M Buy
36,188
+10,832
+43% +$382K 0.13% 59
2018
Q1 		$863K Sell
25,356
-13,168
-34% -$462K 0.1% 79
2017
Q4 		$1.3M Buy
+38,524
New +$1.26M 0.15% 54

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lake Street Advisors Group's IWF Position: Q4 2024 in Review

Lake Street Advisors Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 4.1% in Q4 2024, selling an estimated $75.5K and leaving 17,876 shares worth $1.79M. The position accounts for 0.08% of the portfolio, ranked #152.

Lake Street Advisors Group first reported a position in IWF in Q4 2017 and has held it in 20 quarters since. The position peaked at $2M in Q2 2021. 2,304 funds tracked by Wall St. Rank hold IWF as of Q4 2024.

  • Lake Street Advisors Group held 17,876 shares of iShares Russell 1000 Growth ETF worth $1.79M as of Q4 2024.
  • Lake Street Advisors Group sold 768 iShares Russell 1000 Growth ETF shares in Q4 2024, an estimated $75.5K.
  • iShares Russell 1000 Growth ETF made up 0.08% of Lake Street Advisors Group's portfolio in Q4 2024, its #152 holding.
  • Lake Street Advisors Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and has held it in 20 quarters since.
  • Lake Street Advisors Group's iShares Russell 1000 Growth ETF position peaked at $2M in Q2 2021.
  • 2,304 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.