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LBJ Family Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

LBJ Family Wealth 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 		$45.9M Sell
376,386
-1,030
-0.3% -$124K 23.41% 1
2026
Q1 		$38.8M Sell
377,416
-14,136
-4% -$1.6M 22.72% 1
2025
Q4 		$46.3M Sell
391,552
-13,248
-3% -$1.57M 25.48% 1
2025
Q3 		$47.4M Sell
404,800
-3,592
-0.9% -$400K 25.85% 1
2025
Q2 		$43.3M Sell
408,392
-376
-0.1% -$36K 25.22% 1
2025
Q1 		$36.9M Sell
408,768
-8,312
-2% -$820K 23.56% 1
2024
Q4 		$41.9M Sell
417,080
-5,480
-1% -$539K 24.96% 1
2024
Q3 		$39.7M Sell
422,560
-4,980
-1% -$452K 23.53% 1
2024
Q2 		$39M Sell
427,540
-15,532
-4% -$1.33M 24.48% 1
2024
Q1 		$37.3M Buy
443,072
+4,340
+1% +$350K 23.72% 1
2023
Q4 		$33.3M Sell
438,732
-14,924
-3% -$1.06M 23% 1
2023
Q3 		$30.2M Sell
453,656
-11,092
-2% -$766K 22.64% 1
2023
Q2 		$32M Sell
464,748
-34,960
-7% -$2.22M 22.2% 1
2023
Q1 		$30.5M Sell
499,708
-2,224
-0.4% -$128K 21.41% 1
2022
Q4 		$26.9M Buy
501,932
+45,488
+10% +$2.5M 20.07% 2
2022
Q3 		$6.39M Sell
456,444
-62,820
-12% -$3.69M 5.16% 7
2022
Q2 		$28.4M Sell
519,264
-13,332
-3% -$800K 21.27% 1
2022
Q1 		$35.1M Sell
532,596
-16,876
-3% -$1.15M 22.48% 1
2021
Q4 		$42M Sell
549,472
-6,332
-1% -$469K 24.41% 1
2021
Q3 		$38.7M Hold
555,804
– – 23.08% 1
2021
Q2 		$37.7M Sell
555,804
-18,576
-3% -$1.2M 22.42% 1
2021
Q1 		$34.9M Sell
574,380
-34,320
-6% -$2.09M 21.97% 1
2020
Q4 		$36.7M Sell
608,700
-18,304
-3% -$1.04M 23.89% 1
2020
Q3 		$34M Buy
627,004
+1,224
+0.2% +$64.5K 25.74% 1
2020
Q2 		$30M Buy
625,780
+1,116
+0.2% +$49.2K 24.11% 1
2020
Q1 		$23.5M Sell
624,664
-77,444
-11% -$3.34M 22.77% 1
2019
Q4 		$31.2M Sell
702,108
-20
-0% -$835 21.59% 1
2019
Q3 		$28M Sell
702,128
-44,656
-6% -$1.79M 21.07% 1
2019
Q2 		$30.2M Buy
746,784
+1,060
+0.1% +$41K 22.33% 1
2019
Q1 		$28.2M Buy
745,724
+336
+0% +$12.1K 15.87% 2
2018
Q4 		$24.4M Buy
745,388
+14,868
+2% +$524K 21.4% 1
2018
Q3 		$28.5M Sell
730,520
-29,420
-4% -$1.11M 21.84% 1
2018
Q2 		$27.3M Hold
759,940
– – 21.98% 1
2018
Q1 		$25.9M Buy
759,940
+1,124
+0.1% +$39.4K 21.42% 1
2017
Q4 		$25.5M Sell
758,816
-212
-0% -$6.95K 21.02% 1
2017
Q3 		$23.7M Buy
759,028
+29,316
+4% +$897K 20.22% 1
2017
Q2 		$21.7M Sell
729,712
-2,888
-0.4% -$84.8K 19.61% 2
2017
Q1 		$20.8M Sell
732,600
-10,836
-1% -$301K 19.77% 2
2016
Q4 		$19.5M Sell
743,436
-2,152
-0.3% -$55.9K 19.44% 2
2016
Q3 		$19.4M Buy
745,588
+37,180
+5% +$967K 20.11% 2
2016
Q2 		$17.8M Hold
708,408
– – 20% 2
2016
Q1 		$17.7M Buy
708,408
+23,140
+3% +$547K 20.42% 2
2015
Q4 		$16.8M Buy
685,268
+4,848
+0.7% +$121K 22% 1
2015
Q3 		$15.8M Buy
680,420
+3,972
+0.6% +$97.7K 21.59% 1
2015
Q2 		$16.7M Sell
676,448
-3,840
-0.6% -$96.6K 22.71% 1
2015
Q1 		$17M Sell
680,288
-22,392
-3% -$547K 22.32% 1
2014
Q4 		$16.8M Buy
+702,680
New +$16.4M 23.06% 1
2013
Q4 		$14.5M Buy
+664,980
New +$13.6M 21.57% 1

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

LBJ Family Wealth Advisors's IWF Position: Q2 2026 in Review

LBJ Family Wealth Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.27% in Q2 2026, selling an estimated $124K and leaving 376,386 shares worth $45.9M. The position accounts for 23.41% of the portfolio, ranked #1.

LBJ Family Wealth Advisors first reported a position in IWF in Q4 2013 and has held it in 48 quarters since. The position peaked at $47.4M in Q3 2025. 1,307 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • LBJ Family Wealth Advisors held 376,386 shares of iShares Russell 1000 Growth ETF worth $45.9M as of Q2 2026.
  • LBJ Family Wealth Advisors sold 1,030 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $124K.
  • iShares Russell 1000 Growth ETF made up 23.41% of LBJ Family Wealth Advisors's portfolio in Q2 2026, its #1 holding.
  • LBJ Family Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2013 and has held it in 48 quarters since.
  • LBJ Family Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $47.4M in Q3 2025.
  • 1,307 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on LBJ Family Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.