Lavaca Capital’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Lavaca Capital’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
2025 Q1	–	Sell	-5,952	Closed	-$598K	–	277
2024 Q4	$598K	Buy	+5,952	New	+$585K	0.23%	67
2023 Q4	–	Sell	-46,804	Closed	-$3.11M	–	116
2023 Q3	$3.11M	Hold	46,804	–	–	1.05%	16
2023 Q2	$3.22M	Hold	46,804	–	–	0.94%	15
2023 Q1	$2.86M	Buy	46,804 +7,300	+18%	+$421K	0.6%	30
2022 Q4	$2.12M	Buy	+39,504	New	+$2.17M	0.66%	41

Other funds holding IWF

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

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Lavaca Capital's IWF Position: Q1 2025 in Review

Lavaca Capital sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2025, closing a stake of 5,952 shares — an estimated $598K sold.

Lavaca Capital first reported a position in IWF in Q4 2022 and held it in 5 quarters. The position peaked at $3.22M in Q2 2023. 2,212 funds tracked by Wall St. Rank hold IWF as of Q1 2025.

Lavaca Capital reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2025 after selling out during the quarter.
Lavaca Capital sold 5,952 iShares Russell 1000 Growth ETF shares in Q1 2025, an estimated $598K.
Lavaca Capital first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and held it in 5 quarters.
Lavaca Capital's iShares Russell 1000 Growth ETF position peaked at $3.22M in Q2 2023.
2,212 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2025.

Based on Lavaca Capital's 13F filing for Q1 2025, filed 15 May 2025.