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

Lazari Capital Management’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 		$217K Buy
+1,750
New +$211K 0.07% 164
2026
Q1 		– Sell
-1,748
Closed -$207K – 178
2025
Q4 		$207K Hold
1,748
– – 0.07% 148
2025
Q3 		$204K Buy
+1,748
New +$195K 0.07% 147
2025
Q1 		– Sell
-2,260
Closed -$227K – 160
2024
Q4 		$227K Hold
2,260
– – 0.09% 128
2024
Q3 		$212K Buy
2,260
+4
+0.2% +$363 0.09% 141
2024
Q2 		$206K Buy
+2,256
New +$193K 0.09% 126

Other funds holding IWF

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Commonwealth Equity Services
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
SP
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
OC
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

Lazari Capital Management's IWF Position: Q2 2026 in Review

Lazari Capital Management opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q2 2026: 1,750 shares worth $217K. The stake represents 0.07% of the portfolio and ranks #164 among its holdings. This is a return to the name: Lazari Capital Management previously reported a position in IWF as recently as Q4 2025.

Lazari Capital Management first reported a position in IWF in Q2 2024 and has held it in 6 quarters since. The position peaked at $227K in Q4 2024. 1,307 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Lazari Capital Management held 1,750 shares of iShares Russell 1000 Growth ETF worth $217K as of Q2 2026.
  • iShares Russell 1000 Growth ETF was a new Lazari Capital Management position in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 0.07% of Lazari Capital Management's portfolio in Q2 2026, its #164 holding.
  • Lazari Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2024 and has held it in 6 quarters since.
  • Lazari Capital Management's iShares Russell 1000 Growth ETF position peaked at $227K in Q4 2024.
  • 1,307 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.