Landmark Wealth Management (New York)’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Landmark Wealth Management (New York)’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	$628K	Hold	5,888	–	–	0.17%	94
2025 Q4	$697K	Hold	5,888	–	–	0.27%	50
2025 Q3	$690K	Sell	5,888 -4	-0.1%	-$445	0.27%	50
2025 Q2	$625K	Hold	5,892	–	–	0.27%	51
2025 Q1	$532K	Hold	5,892	–	–	0.23%	49
2024 Q4	$592K	Sell	5,892 -4	-0.1%	-$393	0.26%	48
2024 Q3	$553K	Buy	+5,896	New	+$535K	0.24%	47
2024 Q2	–	Sell	-5,896	Closed	-$497K	–	59
2024 Q1	$497K	Hold	5,896	–	–	0.23%	49
2023 Q4	$447K	Buy	5,896 +8	+0.1%	+$566	0.22%	49
2023 Q3	$392K	Buy	+5,888	New	+$407K	0.22%	51
2023 Q2	–	Sell	-5,884	Closed	-$359K	–	54
2023 Q1	$359K	Buy	5,884 +260	+5%	+$15K	0.2%	54
2022 Q4	$301K	Buy	5,624 +8	+0.1%	+$440	0.22%	51
2022 Q3	$295K	Buy	+5,616	New	+$330K	0.22%	53
2022 Q2	–	Sell	-11,768	Closed	-$409K	–	111
2022 Q1	$409K	Buy	+11,768	New	+$803K	0.22%	54

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Landmark Wealth Management (New York)'s IWF Position: Q1 2026 in Review

Landmark Wealth Management (New York) held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 5,888 shares worth $628K. The position accounts for 0.17% of the portfolio, ranked #94.

Landmark Wealth Management (New York) first reported a position in IWF in Q1 2022 and has held it in 14 quarters since. The position peaked at $697K in Q4 2025. 2,438 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Landmark Wealth Management (New York) held 5,888 shares of iShares Russell 1000 Growth ETF worth $628K as of Q1 2026.
Landmark Wealth Management (New York) left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.17% of Landmark Wealth Management (New York)'s portfolio in Q1 2026, its #94 holding.
Landmark Wealth Management (New York) first reported a position in iShares Russell 1000 Growth ETF in Q1 2022 and has held it in 14 quarters since.
Landmark Wealth Management (New York)'s iShares Russell 1000 Growth ETF position peaked at $697K in Q4 2025.
2,438 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q1 2026, filed 29 Apr 2026.