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Larson Financial Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Larson Financial 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
2026
Q1 		$612K Sell
5,740
-2,976
-34% -$338K 0.02% 420
2025
Q4 		$1.03M Sell
8,716
-168
-2% -$19.9K 0.03% 313
2025
Q3 		$1.04M Sell
8,884
-76
-0.8% -$8.46K 0.04% 300
2025
Q2 		$951K Buy
8,960
+120
+1% +$11.5K 0.04% 301
2025
Q1 		$798K Sell
8,840
-248
-3% -$24.5K 0.04% 308
2024
Q4 		$912K Buy
9,088
+272
+3% +$26.8K 0.05% 262
2024
Q3 		$827K Sell
8,816
-22,324
-72% -$2.02M 0.05% 253
2024
Q2 		$2.84M Buy
31,140
+1,984
+7% +$169K 0.19% 93
2024
Q1 		$2.46M Buy
29,156
+21,076
+261% +$1.7M 0.19% 101
2023
Q4 		$612K Sell
8,080
-34,680
-81% -$2.45M 0.05% 196
2023
Q3 		$2.84M Sell
42,760
-7,296
-15% -$504K 0.28% 67
2023
Q2 		$3.44M Sell
50,056
-2,312
-4% -$147K 0.34% 55
2023
Q1 		$3.2M Buy
52,368
+188
+0.4% +$10.8K 0.35% 52
2022
Q4 		$2.79M Sell
52,180
-26,864
-34% -$1.48M 0.33% 54
2022
Q3 		$4.16M Buy
79,044
+72,524
+1,112% +$4.26M 0.59% 32
2022
Q2 		$356K Sell
6,520
-808
-11% -$48.5K 0.06% 129
2022
Q1 		$509K Sell
7,328
-47,180
-87% -$3.22M 0.08% 106
2021
Q4 		$4.16M Buy
54,508
+49,868
+1,075% +$3.7M 0.66% 31
2021
Q3 		$318K Buy
4,640
+1,096
+31% +$77.5K 0.06% 110
2021
Q2 		$240K Sell
3,544
-68
-2% -$4.38K 0.06% 114
2021
Q1 		$220K Buy
3,612
+4
+0.1% +$243 0.06% 105
2020
Q4 		$218K Sell
3,608
-20
-0.6% -$1.14K 0.07% 94
2020
Q3 		$197K Buy
3,628
+4
+0.1% +$211 0.08% 90
2020
Q2 		$174K Buy
3,624
+28
+0.8% +$1.23K 0.08% 104
2020
Q1 		$135K Buy
3,596
+32
+0.9% +$1.38K 0.08% 92
2019
Q4 		$157K Sell
3,564
-12
-0.3% -$501 0.09% 89
2019
Q3 		$143K Buy
3,576
+4
+0.1% +$160 0.09% 89
2019
Q2 		$140K Buy
3,572
+8
+0.2% +$310 0.1% 68
2019
Q1 		$135K Buy
3,564
+4
+0.1% +$144 0.11% 67
2018
Q4 		$116K Buy
+3,560
New +$126K 0.11% 72

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Larson Financial Group's IWF Position: Q1 2026 in Review

Larson Financial Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 34% in Q1 2026, selling an estimated $338K and leaving 5,740 shares worth $612K. The position accounts for 0.02% of the portfolio, ranked #420.

Larson Financial Group first reported a position in IWF in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.16M in Q4 2021. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Larson Financial Group held 5,740 shares of iShares Russell 1000 Growth ETF worth $612K as of Q1 2026.
  • Larson Financial Group sold 2,976 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $338K.
  • iShares Russell 1000 Growth ETF made up 0.02% of Larson Financial Group's portfolio in Q1 2026, its #420 holding.
  • Larson Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • Larson Financial Group's iShares Russell 1000 Growth ETF position peaked at $4.16M in Q4 2021.
  • 2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.