Lee Financial’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.11M | Hold |
8,908
| – | – | 0.14% | 72 |
|
|
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
Lee Financial's IWF Position: Q2 2026 in Review
Lee Financial held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 8,908 shares worth $1.11M. The position accounts for 0.14% of the portfolio, ranked #72.
Lee Financial first reported a position in IWF in Q1 2018 and has held it in 34 quarters since. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.
- Lee Financial held 8,908 shares of iShares Russell 1000 Growth ETF worth $1.11M as of Q2 2026.
- Lee Financial left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
- iShares Russell 1000 Growth ETF made up 0.14% of Lee Financial's portfolio in Q2 2026, its #72 holding.
- Lee Financial first reported a position in iShares Russell 1000 Growth ETF in Q1 2018 and has held it in 34 quarters since.
- 2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.
Based on Lee Financial's 13F filing for Q2 2026, filed 22 Jul 2026.