Lakeshore Financial Planning’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Lakeshore Financial Planning’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	$386K	Hold	3,108	–	–	0.12%	56
2026 Q1	$331K	Hold	3,108	–	–	0.12%	58
2025 Q4	$368K	Sell	3,108 -408	-12%	-$48.3K	0.13%	50
2025 Q3	$412K	Sell	3,516 -60	-2%	-$6.68K	0.15%	45
2025 Q2	$380K	Buy	3,576 +408	+13%	+$39K	0.15%	45
2025 Q1	$286K	Sell	3,168 -236	-7%	-$23.3K	0.12%	51
2024 Q4	$342K	Sell	3,404 -124	-4%	-$12.2K	0.15%	45
2024 Q3	$331K	Buy	3,528 +288	+9%	+$26.1K	0.15%	47
2024 Q2	$295K	Hold	3,240	–	–	0.14%	48
2024 Q1	$273K	Hold	3,240	–	–	0.14%	51
2023 Q4	$246K	Sell	3,240 -56	-2%	-$3.96K	0.14%	48
2023 Q3	$219K	Buy	+3,296	New	+$228K	0.13%	55

Other funds holding IWF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

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

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Lakeshore Financial Planning's IWF Position: Q2 2026 in Review

Lakeshore Financial Planning held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 3,108 shares worth $386K. The position accounts for 0.12% of the portfolio, ranked #56.

Lakeshore Financial Planning first reported a position in IWF in Q3 2023 and has held it in 12 quarters since. The position peaked at $412K in Q3 2025. 1,307 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Lakeshore Financial Planning held 3,108 shares of iShares Russell 1000 Growth ETF worth $386K as of Q2 2026.
Lakeshore Financial Planning left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.12% of Lakeshore Financial Planning's portfolio in Q2 2026, its #56 holding.
Lakeshore Financial Planning first reported a position in iShares Russell 1000 Growth ETF in Q3 2023 and has held it in 12 quarters since.
Lakeshore Financial Planning's iShares Russell 1000 Growth ETF position peaked at $412K in Q3 2025.
1,307 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.