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

Lifelong Wealth 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
2026
Q1 		– Sell
-1,852
Closed -$219K – 92
2025
Q4 		$219K Buy
+1,852
New +$219K 0.06% 85

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Lifelong Wealth Advisors's IWF Position: Q1 2026 in Review

Lifelong Wealth Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2026, closing a stake of 1,852 shares — an estimated $219K sold.

Lifelong Wealth Advisors first reported a position in IWF in Q4 2025 and held it in 1 quarter. The position peaked at $219K in Q4 2025. 2,444 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Lifelong Wealth Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Lifelong Wealth Advisors sold 1,852 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $219K.
  • Lifelong Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2025 and held it in 1 quarter.
  • Lifelong Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $219K in Q4 2025.
  • 2,444 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Lifelong Wealth Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.