Lauterbach Financial Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Lauterbach Financial Advisors’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	$615K	Hold	4,956	–	–	0.26%	49
2026 Q1	$528K	Hold	4,956	–	–	0.26%	50
2025 Q4	$586K	Sell	4,956 -1,956	-28%	-$232K	0.29%	44
2025 Q3	$809K	Hold	6,912	–	–	0.41%	33
2025 Q2	$734K	Hold	6,912	–	–	0.4%	32
2025 Q1	$624K	Hold	6,912	–	–	0.39%	35
2024 Q4	$694K	Sell	6,912 -76	-1%	-$7.47K	0.42%	32
2024 Q3	$656K	Hold	6,988	–	–	0.4%	32
2024 Q2	$601K	Hold	6,988	–	–	0.4%	33
2024 Q1	$589K	Hold	6,988	–	–	0.39%	31
2023 Q4	$530K	Hold	6,988	–	–	0.37%	33
2023 Q3	$465K	Buy	6,988 +368	+6%	+$25.4K	0.37%	32
2023 Q2	$455K	Hold	6,620	–	–	0.35%	33
2023 Q1	$404K	Hold	6,620	–	–	0.33%	34
2022 Q4	$355K	Hold	6,620	–	–	0.32%	33
2022 Q3	$348K	Hold	6,620	–	–	0.35%	29
2022 Q2	$362K	Hold	6,620	–	–	0.34%	29
2022 Q1	$459K	Hold	6,620	–	–	0.42%	25
2021 Q4	$506K	Buy	+6,620	New	+$491K	0.45%	22

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

Lauterbach Financial Advisors's IWF Position: Q2 2026 in Review

Lauterbach Financial Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 4,956 shares worth $615K. The position accounts for 0.26% of the portfolio, ranked #49.

Lauterbach Financial Advisors first reported a position in IWF in Q4 2021 and has held it in 19 quarters since. The position peaked at $809K in Q3 2025. 1,285 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Lauterbach Financial Advisors held 4,956 shares of iShares Russell 1000 Growth ETF worth $615K as of Q2 2026.
Lauterbach Financial Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.26% of Lauterbach Financial Advisors's portfolio in Q2 2026, its #49 holding.
Lauterbach Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
Lauterbach Financial Advisors's iShares Russell 1000 Growth ETF position peaked at $809K in Q3 2025.
1,285 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.