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IWF icon

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

Linscomb Wealth’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 		$6.89M Sell
64,608
-6,220
-9% -$706K 0.31% 68
2025
Q4 		$8.38M Sell
70,828
-1,484
-2% -$176K 0.35% 63
2025
Q3 		$8.47M Sell
72,312
-4,656
-6% -$518K 0.36% 63
2025
Q2 		$8.17M Sell
76,968
-5,496
-7% -$526K 0.38% 60
2025
Q1 		$7.44M Sell
82,464
-4,964
-6% -$490K 0.37% 65
2024
Q4 		$8.78M Sell
87,428
-1,708
-2% -$168K 0.44% 55
2024
Q3 		$8.37M Sell
89,136
-1,532
-2% -$139K 0.41% 58
2024
Q2 		$8.26M Sell
90,668
-916
-1% -$78.2K 0.43% 57
2024
Q1 		$7.72M Sell
91,584
-2,356
-3% -$190K 0.4% 63
2023
Q4 		$7.12M Sell
93,940
-4,580
-5% -$324K 0.39% 64
2023
Q3 		$6.55M Sell
98,520
-6,416
-6% -$443K 0.38% 65
2023
Q2 		$7.22M Sell
104,936
-22,488
-18% -$1.43M 0.39% 62
2023
Q1 		$7.78M Sell
127,424
-4,208
-3% -$242K 0.41% 61
2022
Q4 		$7.05M Buy
131,632
+4,844
+4% +$266K 0.36% 67
2022
Q3 		$6.67M Buy
126,788
+6,132
+5% +$361K 0.4% 63
2022
Q2 		$6.6M Sell
120,656
-4,716
-4% -$283K 0.38% 70
2022
Q1 		$8.7M Sell
125,372
-44,368
-26% -$3.03M 0.42% 63
2021
Q4 		$13M Sell
169,740
-1,372
-0.8% -$102K 0.62% 35
2021
Q3 		$11.7M Sell
171,112
-1,608
-0.9% -$114K 0.6% 32
2021
Q2 		$11.7M Buy
172,720
+3,784
+2% +$244K 0.6% 33
2021
Q1 		$10.3M Buy
168,936
+8,944
+6% +$544K 0.56% 38
2020
Q4 		$9.64M Buy
159,992
+5,920
+4% +$337K 0.58% 35
2020
Q3 		$8.35M Buy
154,072
+2,572
+2% +$135K 0.58% 37
2020
Q2 		$7.27M Buy
151,500
+54,268
+56% +$2.39M 0.53% 45
2020
Q1 		$3.66M Buy
97,232
+18,452
+23% +$795K 0.32% 64
2019
Q4 		$3.46M Buy
78,780
+63,092
+402% +$2.63M 0.23% 84
2019
Q3 		$626K Sell
15,688
-44
-0.3% -$1.76K 0.05% 162
2019
Q2 		$619K Sell
15,732
-644
-4% -$24.9K 0.05% 160
2019
Q1 		$620K Sell
16,376
-2,176
-12% -$78.2K 0.05% 156
2018
Q4 		$607K Buy
18,552
+244
+1% +$8.6K 0.06% 148
2018
Q3 		$714K Sell
18,308
-52
-0.3% -$1.97K 0.06% 146
2018
Q2 		$660K Sell
18,360
-80
-0.4% -$2.82K 0.06% 153
2018
Q1 		$627K Sell
18,440
-1,196
-6% -$41.9K 0.05% 150
2017
Q4 		$661K Sell
19,636
-2,556
-12% -$83.8K 0.05% 151
2017
Q3 		$694K Buy
22,192
+80
+0.4% +$2.45K 0.06% 140
2017
Q2 		$658K Sell
22,112
-460
-2% -$13.5K 0.06% 140
2017
Q1 		$642K Buy
22,572
+36
+0.2% +$998 0.06% 144
2016
Q4 		$591K Sell
22,536
-44
-0.2% -$1.14K 0.06% 156
2016
Q3 		$588K Sell
22,580
-2,072
-8% -$53.9K 0.06% 149
2016
Q2 		$619K Sell
24,652
-2,720
-10% -$67.9K 0.06% 143
2016
Q1 		$683K Buy
27,372
+1,752
+7% +$41.4K 0.07% 130
2015
Q4 		$637K Sell
25,620
-308
-1% -$7.68K 0.07% 134
2015
Q3 		$603K Buy
25,928
+1,760
+7% +$43.3K 0.07% 136
2015
Q2 		$598K Buy
24,168
+1,036
+4% +$26.1K 0.07% 147
2015
Q1 		$572K Buy
23,132
+140
+0.6% +$3.42K 0.06% 158
2014
Q4 		$550K Buy
22,992
+1,560
+7% +$36.5K 0.06% 154
2014
Q3 		$491K Buy
21,432
+5,880
+38% +$135K 0.05% 175
2014
Q2 		$354K Buy
15,552
+884
+6% +$19.4K 0.04% 197
2014
Q1 		$317K Buy
14,668
+16
+0.1% +$343 0.04% 204
2013
Q4 		$315K Buy
14,652
+1,824
+14% +$37.4K 0.04% 181
2013
Q3 		$251K Buy
12,828
+1,312
+11% +$25.1K 0.03% 202
2013
Q2 		$209K Buy
+11,516
New +$211K 0.03% 217

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Linscomb Wealth's IWF Position: Q1 2026 in Review

Linscomb Wealth reduced its iShares Russell 1000 Growth ETF (IWF) stake by 8.8% in Q1 2026, selling an estimated $706K and leaving 64,608 shares worth $6.89M. The position accounts for 0.31% of the portfolio, ranked #68.

Linscomb Wealth first reported a position in IWF in Q2 2013 and has held it in 52 quarters since. The position peaked at $13M in Q4 2021. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Linscomb Wealth held 64,608 shares of iShares Russell 1000 Growth ETF worth $6.89M as of Q1 2026.
  • Linscomb Wealth sold 6,220 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $706K.
  • iShares Russell 1000 Growth ETF made up 0.31% of Linscomb Wealth's portfolio in Q1 2026, its #68 holding.
  • Linscomb Wealth first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • Linscomb Wealth's iShares Russell 1000 Growth ETF position peaked at $13M in Q4 2021.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Linscomb Wealth's 13F filing for Q1 2026, filed 11 May 2026.