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LBMC Investment Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

LBMC Investment 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 		$1.04M Buy
8,373
+221
+3% +$26.6K 0.06% 113
2026
Q1 		$869K Hold
8,152
– – 0.05% 114
2025
Q4 		$965K Hold
8,152
– – 0.06% 104
2025
Q3 		$955K Hold
8,152
– – 0.06% 104
2025
Q2 		$865K Hold
8,152
– – 0.06% 96
2025
Q1 		$736K Sell
8,152
-52
-0.6% -$5.13K 0.06% 95
2024
Q4 		$824K Buy
8,204
+92
+1% +$9.05K 0.06% 88
2024
Q3 		$761K Hold
8,112
– – 0.06% 89
2024
Q2 		$739K Sell
8,112
-3,000
-27% -$256K 0.06% 85
2024
Q1 		$936K Buy
11,112
+4
+0% +$322 0.08% 72
2023
Q4 		$842K Hold
11,108
– – 0.08% 68
2023
Q3 		$732K Hold
11,108
– – 0.08% 74
2023
Q2 		$764K Buy
11,108
+2,984
+37% +$190K 0.08% 73
2023
Q1 		$496K Hold
8,124
– – 0.05% 98
2022
Q4 		$435K Buy
8,124
+4
+0% +$220 0.05% 101
2022
Q3 		$427K Hold
8,120
– – 0.05% 96
2022
Q2 		$444K Buy
8,120
+4
+0% +$240 0.05% 86
2022
Q1 		$563K Hold
8,116
– – 0.05% 85
2021
Q4 		$620K Sell
8,116
-953,448
-99% -$70.7M 0.05% 84
2021
Q3 		$556K Buy
961,564
+953,452
+11,754% +$67.4M 0.05% 85
2021
Q2 		$551K Buy
8,112
+4
+0% +$258 0.05% 86
2021
Q1 		$493K Buy
8,108
+3,000
+59% +$183K 0.05% 80
2020
Q4 		$308K Hold
5,108
– – 0.04% 96
2020
Q3 		$277K Hold
5,108
– – 0.04% 92
2020
Q2 		$245K Buy
+5,108
New +$225K 0.04% 86
2020
Q1 		– Sell
-5,100
Closed -$224K – 100
2019
Q4 		$224K Buy
5,100
+4
+0.1% +$167 0.03% 92
2019
Q3 		$203K Sell
5,096
-908
-15% -$36.4K 0.03% 97
2019
Q2 		$236K Hold
6,004
– – 0.04% 86
2019
Q1 		$227K Buy
+6,004
New +$216K 0.04% 90

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

LBMC Investment Advisors's IWF Position: Q2 2026 in Review

LBMC Investment Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 2.7% in Q2 2026, buying an estimated $26.6K and bringing the position to 8,373 shares worth $1.04M. The position accounts for 0.06% of the portfolio, ranked #113.

LBMC Investment Advisors first reported a position in IWF in Q1 2019 and has held it in 29 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • LBMC Investment Advisors held 8,373 shares of iShares Russell 1000 Growth ETF worth $1.04M as of Q2 2026.
  • LBMC Investment Advisors bought 221 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $26.6K.
  • iShares Russell 1000 Growth ETF made up 0.06% of LBMC Investment Advisors's portfolio in Q2 2026, its #113 holding.
  • LBMC Investment Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2019 and has held it in 29 quarters since.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.