LGL Partners’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 | $705K | Buy |
5,676
+4
| +0.1% | +$482 | 0.26% | 31 |
|
|
2026
Q1 | $605K | Buy |
5,672
+8
| +0.1% | +$908 | 0.25% | 34 |
|
|
2025
Q4 | $670K | Buy |
5,664
+4
| +0.1% | +$474 | 0.29% | 30 |
|
|
2025
Q3 | $663K | Buy |
5,660
+4
| +0.1% | +$445 | 0.28% | 31 |
|
|
2025
Q2 | $625K | Buy |
5,656
+8
| +0.1% | +$765 | 0.28% | 31 |
|
|
2025
Q1 | $510K | Buy |
5,648
+4
| +0.1% | +$395 | 0.25% | 36 |
|
|
2024
Q4 | $567K | Sell |
5,644
-508
| -8% | -$50K | 0.08% | 68 |
|
|
2024
Q3 | $577K | Buy |
6,152
+8
| +0.1% | +$725 | 0.08% | 66 |
|
|
2024
Q2 | $560K | Buy |
6,144
+12
| +0.2% | +$1.02K | 0.08% | 64 |
|
|
2024
Q1 | $517K | Buy |
6,132
+4
| +0.1% | +$322 | 0.09% | 68 |
|
|
2023
Q4 | $464K | Buy |
6,128
+24
| +0.4% | +$1.7K | 0.06% | 72 |
|
|
2023
Q3 | $406K | Hold |
6,104
| – | – | 0.07% | 74 |
|
|
2023
Q2 | $420K | Buy |
6,104
+8
| +0.1% | +$509 | 0.07% | 74 |
|
|
2023
Q1 | $372K | Buy |
6,096
+16
| +0.3% | +$922 | 0.06% | 72 |
|
|
2022
Q4 | $326K | Buy |
6,080
+16
| +0.3% | +$880 | 0.06% | 73 |
|
|
2022
Q3 | $319K | Buy |
6,064
+16
| +0.3% | +$941 | 0.07% | 89 |
|
|
2022
Q2 | $331K | Buy |
6,048
+8
| +0.1% | +$480 | 0.05% | 75 |
|
|
2022
Q1 | $419K | Buy |
6,040
+12
| +0.2% | +$819 | 0.06% | 67 |
|
|
2021
Q4 | $461K | Buy |
6,028
+8
| +0.1% | +$593 | 0.05% | 68 |
|
|
2021
Q3 | $413K | Buy |
6,020
+8
| +0.1% | +$566 | 0.25% | 55 |
|
|
2021
Q2 | $408K | Buy |
6,012
+8
| +0.1% | +$516 | 0.24% | 55 |
|
|
2021
Q1 | $365K | Buy |
6,004
+8
| +0.1% | +$487 | 0.21% | 61 |
|
|
2020
Q4 | $361K | Buy |
5,996
+8
| +0.1% | +$455 | 0.21% | 61 |
|
|
2020
Q3 | $325K | Buy |
5,988
+12
| +0.2% | +$632 | 0.2% | 71 |
|
|
2020
Q2 | $287K | Buy |
5,976
+12
| +0.2% | +$529 | 0.18% | 68 |
|
|
2020
Q1 | $225K | Buy |
5,964
+20
| +0.3% | +$862 | 0.15% | 71 |
|
|
2019
Q4 | $262K | Buy |
5,944
+16
| +0.3% | +$668 | 0.09% | 91 |
|
|
2019
Q3 | $237K | Sell |
5,928
-4,508
| -43% | -$181K | 0.1% | 97 |
|
|
2019
Q2 | $410K | Buy |
10,436
+16
| +0.2% | +$619 | 0.16% | 67 |
|
|
2019
Q1 | $394K | Buy |
+10,420
| New | +$374K | 0.15% | 71 |
|
|
2018
Q4 | – | Sell |
-5,848
| Closed | -$228K | – | 53 |
|
|
2018
Q3 | $228K | Buy |
5,848
+16
| +0.3% | +$606 | 0.11% | 51 |
|
|
2018
Q2 | $210K | Sell |
5,832
-121,116
| -95% | -$4.28M | 0.1% | 58 |
|
|
2018
Q1 | $4.25M | Sell |
126,948
-12,832
| -9% | -$450K | 2.04% | 14 |
|
|
2017
Q4 | $4.71M | Buy |
139,780
+12
| +0% | +$393 | 2.1% | 16 |
|
|
2017
Q3 | $4.37M | Buy |
+139,768
| New | +$4.28M | 2.81% | 9 |
|
Other funds holding IWF
LGL Partners's IWF Position: Q2 2026 in Review
LGL Partners increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.07% in Q2 2026, buying an estimated $482 and bringing the position to 5,676 shares worth $705K. The position accounts for 0.26% of the portfolio, ranked #31.
LGL Partners first reported a position in IWF in Q3 2017 and has held it in 35 quarters since. The position peaked at $4.71M in Q4 2017. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.
- LGL Partners held 5,676 shares of iShares Russell 1000 Growth ETF worth $705K as of Q2 2026.
- LGL Partners bought 4 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $482.
- iShares Russell 1000 Growth ETF made up 0.26% of LGL Partners's portfolio in Q2 2026, its #31 holding.
- LGL Partners first reported a position in iShares Russell 1000 Growth ETF in Q3 2017 and has held it in 35 quarters since.
- LGL Partners's iShares Russell 1000 Growth ETF position peaked at $4.71M in Q4 2017.
- 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.
Based on LGL Partners's 13F filing for Q2 2026, filed 27 Jul 2026.