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Leavell Investment Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Leavell Investment 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 		$6.8M Sell
54,777
-2,511
-4% -$303K 0.25% 101
2026
Q1 		$6.11M Sell
57,288
-716
-1% -$81.3K 0.25% 104
2025
Q4 		$6.86M Buy
58,004
+532
+0.9% +$63K 0.29% 87
2025
Q3 		$6.73M Buy
57,472
+36
+0.1% +$4.01K 0.28% 86
2025
Q2 		$6.1M Buy
57,436
+11,152
+24% +$1.07M 0.27% 90
2025
Q1 		$4.18M Buy
46,284
+688
+2% +$67.9K 0.21% 117
2024
Q4 		$4.58M Buy
45,596
+1,516
+3% +$149K 0.22% 104
2024
Q3 		$4.14M Sell
44,080
-1,616
-4% -$147K 0.21% 110
2024
Q2 		$4.16M Buy
45,696
+5,496
+14% +$469K 0.23% 100
2024
Q1 		$3.39M Sell
40,200
-1,276
-3% -$103K 0.2% 117
2023
Q4 		$3.14M Buy
41,476
+5,268
+15% +$373K 0.2% 120
2023
Q3 		$2.41M Buy
36,208
+1,440
+4% +$99.4K 0.17% 134
2023
Q2 		$2.39M Buy
34,768
+1,244
+4% +$79.1K 0.16% 139
2023
Q1 		$2.05M Buy
33,524
+2,132
+7% +$123K 0.15% 147
2022
Q4 		$1.68M Buy
31,392
+23,824
+315% +$1.31M 0.13% 170
2022
Q3 		$398K Hold
7,568
– – 0.03% 334
2022
Q2 		$414K Sell
7,568
-972
-11% -$58.4K 0.03% 334
2022
Q1 		$593K Sell
8,540
-764
-8% -$52.2K 0.04% 290
2021
Q4 		$711K Sell
9,304
-36
-0.4% -$2.67K 0.05% 282
2021
Q3 		$640K Sell
9,340
-2,688
-22% -$190K 0.05% 266
2021
Q2 		$731K Hold
12,028
– – 0.06% 246
2021
Q1 		$731K Sell
12,028
-380
-3% -$23.1K 0.06% 246
2020
Q4 		$748K Buy
12,408
+3,340
+37% +$190K 0.06% 229
2020
Q3 		$492K Hold
9,068
– – 0.04% 267
2020
Q2 		$435K Hold
9,068
– – 0.04% 275
2020
Q1 		$342K Hold
9,068
– – 0.04% 273
2019
Q4 		$399K Hold
9,068
– – 0.04% 287
2019
Q3 		$362K Hold
9,068
– – 0.04% 297
2019
Q2 		$357K Buy
9,068
+2,048
+29% +$79.3K 0.04% 298
2019
Q1 		$266K Buy
+7,020
New +$252K 0.03% 333

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

Leavell Investment Management's IWF Position: Q2 2026 in Review

Leavell Investment Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 4.4% in Q2 2026, selling an estimated $303K and leaving 54,777 shares worth $6.8M. The position accounts for 0.25% of the portfolio, ranked #101.

Leavell Investment Management first reported a position in IWF in Q1 2019 and has held it in 30 quarters since. The position peaked at $6.86M in Q4 2025. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Leavell Investment Management held 54,777 shares of iShares Russell 1000 Growth ETF worth $6.8M as of Q2 2026.
  • Leavell Investment Management sold 2,511 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $303K.
  • iShares Russell 1000 Growth ETF made up 0.25% of Leavell Investment Management's portfolio in Q2 2026, its #101 holding.
  • Leavell Investment Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2019 and has held it in 30 quarters since.
  • Leavell Investment Management's iShares Russell 1000 Growth ETF position peaked at $6.86M in Q4 2025.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.