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

Lineweaver 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
Q2 		$218K Buy
+1,756
New +$212K 0.03% 174
2026
Q1 		– Sell
-1,756
Closed -$208K – 180
2025
Q4 		$208K Hold
1,756
– – 0.03% 175
2025
Q3 		$206K Sell
1,756
-364
-17% -$40.5K 0.03% 165
2025
Q2 		$225K Buy
+2,120
New +$203K 0.04% 147

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

Lineweaver Wealth Advisors's IWF Position: Q2 2026 in Review

Lineweaver Wealth Advisors opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q2 2026: 1,756 shares worth $218K. The stake represents 0.03% of the portfolio and ranks #174 among its holdings. This is a return to the name: Lineweaver Wealth Advisors previously reported a position in IWF as recently as Q4 2025.

Lineweaver Wealth Advisors first reported a position in IWF in Q2 2025 and has held it in 4 quarters since. The position peaked at $225K in Q2 2025. 2,491 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Lineweaver Wealth Advisors held 1,756 shares of iShares Russell 1000 Growth ETF worth $218K as of Q2 2026.
  • iShares Russell 1000 Growth ETF was a new Lineweaver Wealth Advisors position in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 0.03% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #174 holding.
  • Lineweaver Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • Lineweaver Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $225K in Q2 2025.
  • 2,491 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.