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Laurel Wealth Advisors (North Carolina)’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		$1.81M Sell
14,580
-43,740
-75% -$5.27M 0.18% 91
2026
Q1 		$1.8M Buy
58,320
+43,740
+300% +$4.96M 0.18% 90
2025
Q4 		$1.73M Hold
14,580
– – 0.23% 90
2025
Q3 		$1.71M Sell
14,580
-1,480
-9% -$165K 0.24% 92
2025
Q2 		$1.7M Hold
16,060
– – 0.25% 92
2025
Q1 		$1.45M Buy
16,060
+124
+0.8% +$12.2K 0.23% 93
2024
Q4 		$1.6M Hold
15,936
– – 0.25% 88
2024
Q3 		$1.5M Hold
15,936
– – 0.24% 92
2024
Q2 		$1.45M Hold
15,936
– – 0.25% 81
2024
Q1 		$1.34M Buy
15,936
+736
+5% +$59.3K 0.23% 92
2023
Q4 		$1.15M Hold
15,200
– – 0.22% 94
2023
Q3 		$1.01M Sell
15,200
-280
-2% -$19.3K 0.21% 93
2023
Q2 		$1.06M Sell
15,480
-160
-1% -$10.2K 0.21% 91
2023
Q1 		$955K Sell
15,640
-280
-2% -$16.1K 0.2% 92
2022
Q4 		$853K Sell
15,920
-800
-5% -$44K 0.19% 95
2022
Q3 		$879K Hold
16,720
– – 0.22% 88
2022
Q2 		$914K Hold
16,720
– – 0.22% 87
2022
Q1 		$1.16M Buy
+16,720
New +$1.14M 0.24% 87
2021
Q1 		– Sell
-2,100
Closed -$127K – 669
2020
Q4 		$127K Hold
2,100
– – 0.03% 179
2020
Q3 		$114K Hold
2,100
– – 0.03% 173
2020
Q2 		$101K Hold
2,100
– – 0.03% 174
2020
Q1 		$79K Hold
2,100
– – 0.03% 179
2019
Q4 		$92K Hold
2,100
– – 0.03% 189
2019
Q3 		$84K Hold
2,100
– – 0.03% 196
2019
Q2 		$83K Hold
2,100
– – 0.03% 193
2019
Q1 		$79K Hold
2,100
– – 0.03% 198
2018
Q4 		$69K Buy
+2,100
New +$74K 0.03% 192

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 22.96% 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

Laurel Wealth Advisors (North Carolina)'s IWF Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) reduced its iShares Russell 1000 Growth ETF (IWF) stake by 75% in Q2 2026, selling an estimated $5.27M and leaving 14,580 shares worth $1.81M. The position accounts for 0.18% of the portfolio, ranked #91.

Laurel Wealth Advisors (North Carolina) first reported a position in IWF in Q4 2018 and has held it in 27 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Laurel Wealth Advisors (North Carolina) held 14,580 shares of iShares Russell 1000 Growth ETF worth $1.81M as of Q2 2026.
  • Laurel Wealth Advisors (North Carolina) sold 43,740 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $5.27M.
  • iShares Russell 1000 Growth ETF made up 0.18% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #91 holding.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 27 quarters since.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.