Lion Street Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Lion Street 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
2025 Q3	$1.13M	Buy	15,216 +12,844	+541%	+$1.43M	0.39%	44
2025 Q2	$252K	Sell	2,372 -8	-0.3%	-$765	0.08%	238
2025 Q1	$215K	Sell	2,380 -600	-20%	-$59.2K	0.07%	250
2024 Q4	$299K	Buy	2,980 +8	+0.3%	+$787	0.1%	203
2024 Q3	$279K	Sell	2,972 -500	-14%	-$45.3K	0.1%	209
2024 Q2	$316K	Buy	+3,472	New	+$296K	0.12%	188
2023 Q3	–	Sell	-15,348	Closed	-$1.14M	–	280
2023 Q2	$1.14M	Sell	15,348 -6,164	-29%	-$392K	0.38%	44
2023 Q1	$1.31M	Buy	+21,512	New	+$1.24M	0.41%	37

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lion Street Advisors's IWF Position: Q3 2025 in Review

Lion Street Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 541% in Q3 2025, buying an estimated $1.43M and bringing the position to 15,216 shares worth $1.13M. The position accounts for 0.39% of the portfolio, ranked #44.

Lion Street Advisors first reported a position in IWF in Q1 2023 and has held it in 8 quarters since. The position peaked at $1.31M in Q1 2023. 2,354 funds tracked by Wall St. Rank hold IWF as of Q3 2025.

Lion Street Advisors held 15,216 shares of iShares Russell 1000 Growth ETF worth $1.13M as of Q3 2025.
Lion Street Advisors bought 12,844 iShares Russell 1000 Growth ETF shares in Q3 2025, an estimated $1.43M.
iShares Russell 1000 Growth ETF made up 0.39% of Lion Street Advisors's portfolio in Q3 2025, its #44 holding.
Lion Street Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2023 and has held it in 8 quarters since.
Lion Street Advisors's iShares Russell 1000 Growth ETF position peaked at $1.31M in Q1 2023.
2,354 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.