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

Life Line 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 Q1	$2.17M	Sell	20,372 -372,716	-95%	-$42.3M	0.97%	10
2025 Q4	$46.5M	Sell	393,088 -14,252	-3%	-$1.69M	13.74%	4
2025 Q3	$47.7M	Sell	407,340 -4,808	-1%	-$535K	14.54%	2
2025 Q2	$43.7M	Buy	412,148 +369,936	+876%	+$35.4M	14.17%	3
2025 Q1	$3.81M	Sell	42,212 -226,116	-84%	-$22.3M	1.4%	10
2024 Q4	$26.9M	Buy	+268,328	New	+$26.4M	9.61%	7
2024 Q3	–	Sell	-293,640	Closed	-$26.8M	–	27
2024 Q2	$26.8M	Buy	293,640 +285,692	+3,595%	+$24.4M	10.11%	5
2024 Q1	$670K	Sell	7,948 -600,632	-99%	-$48.4M	0.25%	12
2023 Q4	$46.1M	Buy	+608,580	New	+$43M	18.26%	2

Other funds holding IWF

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Life Line Wealth Management's IWF Position: Q1 2026 in Review

Life Line Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 95% in Q1 2026, selling an estimated $42.3M and leaving 20,372 shares worth $2.17M. The position accounts for 0.97% of the portfolio, ranked #10.

Life Line Wealth Management first reported a position in IWF in Q4 2023 and has held it in 9 quarters since. The position peaked at $47.7M in Q3 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Life Line Wealth Management held 20,372 shares of iShares Russell 1000 Growth ETF worth $2.17M as of Q1 2026.
Life Line Wealth Management sold 372,716 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $42.3M.
iShares Russell 1000 Growth ETF made up 0.97% of Life Line Wealth Management's portfolio in Q1 2026, its #10 holding.
Life Line Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 9 quarters since.
Life Line Wealth Management's iShares Russell 1000 Growth ETF position peaked at $47.7M in Q3 2025.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Life Line Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.