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

LexAurum 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
2025 Q3	$228K	Hold	1,948	–	–	0.03%	346
2025 Q2	$207K	Sell	1,948 -700	-26%	-$66.9K	0.03%	345
2025 Q1	$239K	Sell	2,648 -228	-8%	-$22.5K	0.05%	305
2024 Q4	$289K	Buy	+2,876	New	+$283K	0.06%	268
2022 Q1	–	Sell	-5,068	Closed	-$387K	–	271
2021 Q4	$387K	Sell	5,068 -116	-2%	-$8.6K	0.13%	167
2021 Q3	$355K	Buy	5,184 +184	+4%	+$13K	0.1%	205
2021 Q2	$339K	Buy	5,000 +716	+17%	+$46.2K	0.1%	215
2021 Q1	$260K	Sell	4,284 -892	-17%	-$54.3K	0.09%	216
2020 Q4	$312K	Hold	5,176	–	–	0.11%	183
2020 Q3	$281K	Sell	5,176 -256	-5%	-$13.5K	0.12%	176
2020 Q2	$261K	Sell	5,432 -56	-1%	-$2.47K	0.14%	159
2020 Q1	$207K	Buy	5,488 +108	+2%	+$4.65K	0.14%	165
2019 Q4	$237K	Buy	+5,380	New	+$225K	0.12%	178

Other funds holding IWF

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

LexAurum Advisors's IWF Position: Q3 2025 in Review

LexAurum Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2025 at 1,948 shares worth $228K. The position accounts for 0.03% of the portfolio, ranked #346.

LexAurum Advisors first reported a position in IWF in Q4 2019 and has held it in 13 quarters since. The position peaked at $387K in Q4 2021. 2,351 funds tracked by Wall St. Rank hold IWF as of Q3 2025.

LexAurum Advisors held 1,948 shares of iShares Russell 1000 Growth ETF worth $228K as of Q3 2025.
LexAurum Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2025.
iShares Russell 1000 Growth ETF made up 0.03% of LexAurum Advisors's portfolio in Q3 2025, its #346 holding.
LexAurum Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 13 quarters since.
LexAurum Advisors's iShares Russell 1000 Growth ETF position peaked at $387K in Q4 2021.
2,351 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2025.

Based on LexAurum Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.