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Lake Street Private Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Lake Street Private Wealth’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 		$325K Sell
2,616
-12
-0.5% -$1.45K 0.04% 219
2026
Q1 		$280K Sell
2,628
-140
-5% -$15.9K 0.04% 215
2025
Q4 		$327K Sell
2,768
-28
-1% -$3.32K 0.04% 211
2025
Q3 		$328K Hold
2,796
– – 0.04% 207
2025
Q2 		$297K Sell
2,796
-172
-6% -$16.4K 0.04% 206
2025
Q1 		$268K Sell
2,968
-112
-4% -$11K 0.04% 208
2024
Q4 		$309K Sell
3,080
-396
-11% -$39K 0.05% 196
2024
Q3 		$326K Sell
3,476
-5,952
-63% -$540K 0.05% 204
2024
Q2 		$859K Buy
9,428
+220
+2% +$18.8K 0.11% 160
2024
Q1 		$776K Sell
9,208
-204
-2% -$16.4K 0.11% 169
2023
Q4 		$713K Sell
9,412
-128
-1% -$9.05K 0.11% 164
2023
Q3 		$635K Sell
9,540
-612
-6% -$42.3K 0.11% 163
2023
Q2 		$698K Hold
10,152
– – 0.12% 159
2023
Q1 		$620K Sell
10,152
-332
-3% -$19.1K 0.12% 165
2022
Q4 		$562K Sell
10,484
-4,152
-28% -$228K 0.12% 170
2022
Q3 		$770K Sell
14,636
-252
-2% -$14.8K 0.18% 131
2022
Q2 		$814K Sell
14,888
-172
-1% -$10.3K 0.17% 130
2022
Q1 		$1.04M Sell
15,060
-700
-4% -$47.8K 0.19% 124
2021
Q4 		$1.2M Buy
15,760
+7,832
+99% +$581K 0.21% 114
2021
Q3 		$543K Sell
7,928
-368
-4% -$26K 0.13% 139
2021
Q2 		$565K Sell
8,296
-32
-0.4% -$2.06K 0.14% 135
2021
Q1 		$506K Buy
8,328
+32
+0.4% +$1.95K 0.14% 139
2020
Q4 		$500K Buy
+8,296
New +$472K 0.14% 126

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lake Street Private Wealth's IWF Position: Q2 2026 in Review

Lake Street Private Wealth reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.46% in Q2 2026, selling an estimated $1.45K and leaving 2,616 shares worth $325K. The position accounts for 0.04% of the portfolio, ranked #219.

Lake Street Private Wealth first reported a position in IWF in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.2M in Q4 2021. 2,517 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Lake Street Private Wealth held 2,616 shares of iShares Russell 1000 Growth ETF worth $325K as of Q2 2026.
  • Lake Street Private Wealth sold 12 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $1.45K.
  • iShares Russell 1000 Growth ETF made up 0.04% of Lake Street Private Wealth's portfolio in Q2 2026, its #219 holding.
  • Lake Street Private Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Lake Street Private Wealth's iShares Russell 1000 Growth ETF position peaked at $1.2M in Q4 2021.
  • 2,517 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.