Leo Wealth LLC’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Leo Wealth LLC’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	$3.64M	Sell	34,172 -8	-0%	-$908	0.26%	77
2025 Q4	$4.04M	Buy	34,180 +1,772	+5%	+$210K	0.29%	66
2025 Q3	$3.8M	Sell	32,408 -104	-0.3%	-$11.6K	0.49%	41
2025 Q2	$3.45M	Sell	32,512 -124	-0.4%	-$11.9K	0.27%	72
2025 Q1	$2.95M	Sell	32,636 -96	-0.3%	-$9.47K	0.42%	50
2024 Q4	$3.29M	Sell	32,732 -1,388	-4%	-$137K	0.29%	62
2024 Q3	$3.2M	Sell	34,120 -120	-0.4%	-$10.9K	0.29%	62
2024 Q2	$3.12M	Sell	34,240 -2,068	-6%	-$177K	0.32%	60
2024 Q1	$3.06M	Sell	36,308 -108	-0.3%	-$8.7K	0.31%	57
2023 Q4	$2.77M	Buy	+36,416	New	+$2.58M	0.29%	60

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Leo Wealth LLC's IWF Position: Q1 2026 in Review

Leo Wealth LLC reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.02% in Q1 2026, selling an estimated $908 and leaving 34,172 shares worth $3.64M. The position accounts for 0.26% of the portfolio, ranked #77.

Leo Wealth LLC first reported a position in IWF in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.04M in Q4 2025. 2,445 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Leo Wealth LLC held 34,172 shares of iShares Russell 1000 Growth ETF worth $3.64M as of Q1 2026.
Leo Wealth LLC sold 8 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $908.
iShares Russell 1000 Growth ETF made up 0.26% of Leo Wealth LLC's portfolio in Q1 2026, its #77 holding.
Leo Wealth LLC first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Leo Wealth LLC's iShares Russell 1000 Growth ETF position peaked at $4.04M in Q4 2025.
2,445 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.