LWM
IWF icon

Liberty Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Liberty Wealth Management’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
Q2 		$523K Sell
1,227
-3,681
-75% -$444K 0.07% 141
2026
Q1 		$523K Hold
4,908
– – 0.07% 141
2025
Q4 		$581K Hold
4,908
– – 0.08% 128
2025
Q3 		$575K Buy
4,908
+144
+3% +$16K 0.08% 120
2025
Q2 		$506K Buy
4,764
+8
+0.2% +$765 0.08% 127
2025
Q1 		$429K Buy
4,756
+4
+0.1% +$395 0.08% 99
2024
Q4 		$477K Hold
4,752
– – 0.08% 122
2024
Q3 		$446K Sell
4,752
-1,208
-20% -$110K 0.08% 125
2024
Q2 		$543K Sell
5,960
-72
-1% -$6.15K 0.1% 110
2024
Q1 		$508K Buy
6,032
+900
+18% +$72.5K 0.1% 107
2023
Q4 		$389K Sell
5,132
-68
-1% -$4.81K 0.08% 116
2023
Q3 		$346K Hold
5,200
– – 0.09% 116
2023
Q2 		$358K Buy
5,200
+268
+5% +$17K 0.09% 122
2023
Q1 		$301K Buy
+4,932
New +$284K 0.06% 173
2022
Q3 		$295K Sell
5,616
-3,020
-35% -$178K 0.08% 108
2022
Q2 		$511K Buy
8,636
+3,120
+57% +$187K 0.21% 80
2022
Q1 		$383K Buy
+5,516
New +$377K 0.14% 93
2021
Q4 		– Sell
-6,980
Closed -$517K – 95
2021
Q3 		$497K Buy
6,980
+3,956
+131% +$280K 0.18% 79
2021
Q2 		$205K Hold
3,024
– – 0.08% 130
2021
Q1 		$184K Hold
3,024
– – 0.09% 112
2020
Q4 		$184K Hold
3,024
– – 0.09% 111
2020
Q3 		$164K Hold
3,024
– – 0.1% 111
2020
Q2 		$145K Sell
3,024
-2,240
-43% -$98.7K 0.1% 112
2020
Q1 		$198K Hold
5,264
– – 0.17% 89
2019
Q4 		$231K Hold
5,264
– – 0.18% 95
2019
Q3 		$210K Hold
5,264
– – 0.2% 91
2019
Q2 		$207K Hold
5,264
– – 0.18% 104
2019
Q1 		$199K Hold
5,264
– – 0.15% 87
2018
Q4 		$172K Buy
+5,264
New +$186K 0.13% 92

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Liberty Wealth Management's IWF Position: Q2 2026 in Review

Liberty Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 75% in Q2 2026, selling an estimated $444K and leaving 1,227 shares worth $523K. The position accounts for 0.07% of the portfolio, ranked #141.

Liberty Wealth Management first reported a position in IWF in Q4 2018 and has held it in 29 quarters since. The position peaked at $581K in Q4 2025. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Liberty Wealth Management held 1,227 shares of iShares Russell 1000 Growth ETF worth $523K as of Q2 2026.
  • Liberty Wealth Management sold 3,681 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $444K.
  • iShares Russell 1000 Growth ETF made up 0.07% of Liberty Wealth Management's portfolio in Q2 2026, its #141 holding.
  • Liberty Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 29 quarters since.
  • Liberty Wealth Management's iShares Russell 1000 Growth ETF position peaked at $581K in Q4 2025.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.