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Lindbrook Capital’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Lindbrook Capital’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
2025
Q1 		$33.7M Sell
373,800
-4,204
-1% -$415K 3.11% 6
2024
Q4 		$37.9M Sell
378,004
-5,492
-1% -$540K 3.42% 6
2024
Q3 		$36M Sell
383,496
-10,568
-3% -$958K 3.19% 6
2024
Q2 		$35.9M Sell
394,064
-5,208
-1% -$445K 3.37% 6
2024
Q1 		$33.6M Sell
399,272
-10,260
-3% -$827K 3.15% 6
2023
Q4 		$31M Sell
409,532
-4,892
-1% -$346K 3.1% 6
2023
Q3 		$27.6M Buy
414,424
+4,844
+1% +$334K 3.08% 6
2023
Q2 		$28.2M Buy
409,580
+200
+0% +$12.7K 3% 6
2023
Q1 		$25M Sell
409,380
-24,504
-6% -$1.41M 2.93% 7
2022
Q4 		$23.2M Sell
433,884
-24,252
-5% -$1.33M 2.86% 7
2022
Q3 		$24.1M Buy
458,136
+4,488
+1% +$264K 4.07% 6
2022
Q2 		$24.8M Buy
453,648
+23,296
+5% +$1.4M 4.1% 5
2022
Q1 		$29.9M Buy
430,352
+26,084
+6% +$1.78M 4.61% 5
2021
Q4 		$30.9M Buy
404,268
+400,596
+10,909% +$29.7M 4.7% 5
2021
Q3 		$252K Sell
3,672
-2,256
-38% -$160K 0.07% 124
2021
Q2 		$402K Hold
5,928
– – 0.09% 94
2021
Q1 		$360K Hold
5,928
– – 0.08% 100
2020
Q4 		$357K Sell
5,928
-408
-6% -$23.2K 0.09% 91
2020
Q3 		$344K Hold
6,336
– – 0.09% 87
2020
Q2 		$304K Buy
6,336
+1,976
+45% +$87.1K 0.09% 91
2020
Q1 		$164K Buy
4,360
+256
+6% +$11K 0.06% 120
2019
Q4 		$180K Hold
4,104
– – 0.06% 160
2019
Q3 		$164K Sell
4,104
-1,564
-28% -$62.7K 0.06% 165
2019
Q2 		$222K Sell
5,668
-16
-0.3% -$619 0.09% 119
2019
Q1 		$215K Hold
5,684
– – 0.09% 117
2018
Q4 		$186K Buy
+5,684
New +$200K 0.09% 115

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Lindbrook Capital's IWF Position: Q1 2025 in Review

Lindbrook Capital reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.1% in Q1 2025, selling an estimated $415K and leaving 373,800 shares worth $33.7M. The position accounts for 3.11% of the portfolio, ranked #6.

Lindbrook Capital first reported a position in IWF in Q4 2018 and has held it in 26 quarters since. The position peaked at $37.9M in Q4 2024. 2,214 funds tracked by Wall St. Rank hold IWF as of Q1 2025.

  • Lindbrook Capital held 373,800 shares of iShares Russell 1000 Growth ETF worth $33.7M as of Q1 2025.
  • Lindbrook Capital sold 4,204 iShares Russell 1000 Growth ETF shares in Q1 2025, an estimated $415K.
  • iShares Russell 1000 Growth ETF made up 3.11% of Lindbrook Capital's portfolio in Q1 2025, its #6 holding.
  • Lindbrook Capital first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's iShares Russell 1000 Growth ETF position peaked at $37.9M in Q4 2024.
  • 2,214 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.