Lee Financial’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Lee Financial’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 Q1	$950K	Buy	8,908 +32	+0.4%	+$3.63K	0.13%	77
2025 Q4	$1.05M	Hold	8,876	–	–	0.14%	74
2025 Q3	$1.04M	Hold	8,876	–	–	0.13%	90
2025 Q2	$942K	Hold	8,876	–	–	0.14%	81
2025 Q1	$801K	Hold	8,876	–	–	0.12%	79
2024 Q4	$891K	Hold	8,876	–	–	0.13%	88
2024 Q3	$833K	Sell	8,876 -100	-1%	-$9.07K	0.12%	95
2024 Q2	$818K	Buy	8,976 +1,468	+20%	+$125K	0.13%	82
2024 Q1	$633K	Buy	7,508 +204	+3%	+$16.4K	0.11%	87
2023 Q4	$554K	Hold	7,304	–	–	0.1%	88
2023 Q3	$487K	Hold	7,304	–	–	0.09%	84
2023 Q2	$502K	Hold	7,304	–	–	0.09%	86
2023 Q1	$446K	Buy	7,304 +176	+2%	+$10.1K	0.08%	90
2022 Q4	$382K	Hold	7,128	–	–	0.07%	110
2022 Q3	$375K	Hold	7,128	–	–	0.07%	103
2022 Q2	$390K	Sell	7,128 -3,200	-31%	-$192K	0.07%	102
2022 Q1	$717K	Hold	10,328	–	–	0.13%	78
2021 Q4	$789K	Hold	10,328	–	–	0.15%	71
2021 Q3	$708K	Hold	10,328	–	–	0.15%	76
2021 Q2	$701K	Hold	10,328	–	–	0.15%	76
2021 Q1	$628K	Hold	10,328	–	–	0.15%	77
2020 Q4	$623K	Hold	10,328	–	–	0.16%	74
2020 Q3	$560K	Sell	10,328 -1,448	-12%	-$76.3K	0.16%	74
2020 Q2	$565K	Hold	11,776	–	–	0.16%	78
2020 Q1	$444K	Hold	11,776	–	–	0.15%	72
2019 Q4	$518K	Sell	11,776 -420	-3%	-$17.5K	0.11%	87
2019 Q3	$487K	Hold	12,196	–	–	0.11%	85
2019 Q2	$480K	Buy	12,196 +1,448	+13%	+$56K	0.11%	87
2019 Q1	$407K	Hold	10,748	–	–	0.1%	89
2018 Q4	$352K	Hold	10,748	–	–	0.09%	85
2018 Q3	$419K	Hold	10,748	–	–	0.1%	87
2018 Q2	$386K	Hold	10,748	–	–	0.09%	99
2018 Q1	$366K	Buy	+10,748	New	+$377K	0.09%	105

Other funds holding IWF

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

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

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

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

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lee Financial's IWF Position: Q1 2026 in Review

Lee Financial increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.36% in Q1 2026, buying an estimated $3.63K and bringing the position to 8,908 shares worth $950K. The position accounts for 0.13% of the portfolio, ranked #77.

Lee Financial first reported a position in IWF in Q1 2018 and has held it in 33 quarters since. The position peaked at $1.05M in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Lee Financial held 8,908 shares of iShares Russell 1000 Growth ETF worth $950K as of Q1 2026.
Lee Financial bought 32 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $3.63K.
iShares Russell 1000 Growth ETF made up 0.13% of Lee Financial's portfolio in Q1 2026, its #77 holding.
Lee Financial first reported a position in iShares Russell 1000 Growth ETF in Q1 2018 and has held it in 33 quarters since.
Lee Financial's iShares Russell 1000 Growth ETF position peaked at $1.05M in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Lee Financial's 13F filing for Q1 2026, filed 13 Apr 2026.