LHC
IWF icon

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

Little House 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
2026
Q2 		$975K Buy
7,856
+240
+3% +$28.9K 0.22% 83
2026
Q1 		$812K Buy
7,616
+392
+5% +$44.5K 0.21% 91
2025
Q4 		$855K Sell
7,224
-352
-5% -$41.7K 0.21% 87
2025
Q3 		$887K Buy
7,576
+288
+4% +$32.1K 0.2% 96
2025
Q2 		$774K Sell
7,288
-432
-6% -$41.3K 0.19% 97
2025
Q1 		$697K Sell
7,720
-1,200
-13% -$118K 0.19% 101
2024
Q4 		$896K Sell
8,920
-100
-1% -$9.84K 0.26% 74
2024
Q3 		$846K Buy
9,020
+164
+2% +$14.9K 0.24% 84
2024
Q2 		$807K Sell
8,856
-452
-5% -$38.6K 0.25% 79
2024
Q1 		$784K Sell
9,308
-2,796
-23% -$225K 0.26% 84
2023
Q4 		$917K Buy
12,104
+672
+6% +$47.5K 0.33% 78
2023
Q3 		$760K Sell
11,432
-320
-3% -$22.1K 0.31% 80
2023
Q2 		$808K Buy
11,752
+2,684
+30% +$171K 0.34% 79
2023
Q1 		$554K Buy
+9,068
New +$522K 0.26% 86
2019
Q2 		– Sell
-1,152
Closed -$43K – 191
2019
Q1 		$43K Buy
+1,152
New +$41.4K 0.03% 168

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

Little House Capital's IWF Position: Q2 2026 in Review

Little House Capital increased its iShares Russell 1000 Growth ETF (IWF) stake by 3.2% in Q2 2026, buying an estimated $28.9K and bringing the position to 7,856 shares worth $975K. The position accounts for 0.22% of the portfolio, ranked #83.

Little House Capital first reported a position in IWF in Q1 2019 and has held it in 15 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Little House Capital held 7,856 shares of iShares Russell 1000 Growth ETF worth $975K as of Q2 2026.
  • Little House Capital bought 240 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $28.9K.
  • iShares Russell 1000 Growth ETF made up 0.22% of Little House Capital's portfolio in Q2 2026, its #83 holding.
  • Little House Capital first reported a position in iShares Russell 1000 Growth ETF in Q1 2019 and has held it in 15 quarters since.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Little House Capital's 13F filing for Q2 2026, filed 7 Aug 2026.