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IWF icon

LifeSteps Financial’s iShares Russell 1000 Growth ETF IWF Stock Holding History

LifeSteps Financial’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 		$190K Buy
+1,533
New +$185K 0.09% 99
2025
Q4 		– Sell
-2,156
Closed -$253K – 91
2025
Q3 		$253K Buy
2,156
+36
+2% +$4.01K 0.16% 78
2025
Q2 		$225K Buy
+2,120
New +$203K 0.15% 81
2024
Q2 		– Sell
-1,556
Closed -$131K – 239
2024
Q1 		$131K Buy
+1,556
New +$125K 0.1% 97

Other funds holding IWF

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

LifeSteps Financial's IWF Position: Q2 2026 in Review

LifeSteps Financial opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q2 2026: 1,533 shares worth $190K. The stake represents 0.09% of the portfolio and ranks #99 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in IWF as recently as Q3 2025.

LifeSteps Financial first reported a position in IWF in Q1 2024 and has held it in 4 quarters since. The position peaked at $253K in Q3 2025. 1,307 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • LifeSteps Financial held 1,533 shares of iShares Russell 1000 Growth ETF worth $190K as of Q2 2026.
  • iShares Russell 1000 Growth ETF was a new LifeSteps Financial position in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 0.09% of LifeSteps Financial's portfolio in Q2 2026, its #99 holding.
  • LifeSteps Financial first reported a position in iShares Russell 1000 Growth ETF in Q1 2024 and has held it in 4 quarters since.
  • LifeSteps Financial's iShares Russell 1000 Growth ETF position peaked at $253K in Q3 2025.
  • 1,307 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.