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

Lakeridge 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
2025
Q2 		– Sell
-5,192
Closed -$469K – 154
2025
Q1 		$469K Sell
5,192
-24
-0.5% -$2.37K 0.23% 87
2024
Q4 		$524K Hold
5,216
– – 0.27% 78
2024
Q3 		$490K Buy
5,216
+8
+0.2% +$725 0.27% 77
2024
Q2 		$475K Buy
+5,208
New +$445K 0.29% 73

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lakeridge Wealth Management's IWF Position: Q2 2025 in Review

Lakeridge Wealth Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2025, closing a stake of 5,192 shares — an estimated $469K sold.

Lakeridge Wealth Management first reported a position in IWF in Q2 2024 and held it in 4 quarters. The position peaked at $524K in Q4 2024. 2,295 funds tracked by Wall St. Rank hold IWF as of Q2 2025.

  • Lakeridge Wealth Management reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Lakeridge Wealth Management sold 5,192 iShares Russell 1000 Growth ETF shares in Q2 2025, an estimated $469K.
  • Lakeridge Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2024 and held it in 4 quarters.
  • Lakeridge Wealth Management's iShares Russell 1000 Growth ETF position peaked at $524K in Q4 2024.
  • 2,295 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2025.

Based on Lakeridge Wealth Management's 13F filing for Q2 2025, filed 7 Aug 2025.