Lloyd Advisory Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Lloyd Advisory Services’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	–	Sell	-368	Closed	-$39.3K	–	821
2026 Q1	$39.3K	Sell	368 -1,864	-84%	-$212K	0.01%	295
2025 Q4	$264K	Buy	+2,232	New	+$264K	0.1%	86
2025 Q1	–	Sell	-16,852	Closed	-$1.69M	–	105
2024 Q4	$1.69M	Buy	16,852 +144	+0.9%	+$14.2K	0.8%	24
2024 Q3	$1.57M	Buy	+16,708	New	+$1.51M	0.76%	33
2024 Q1	–	Sell	-22,216	Closed	-$1.68M	–	149
2023 Q4	$1.68M	Buy	+22,216	New	+$1.57M	0.8%	28
2022 Q2	–	Sell	-68	Closed	-$5K	–	310
2022 Q1	$5K	Buy	68 +16	+31%	+$1.09K	﹤0.01%	449
2021 Q4	$4K	Sell	52 -404	-89%	-$29.9K	﹤0.01%	357
2021 Q3	$31K	Buy	456 +440	+2,750%	+$31.1K	0.02%	210
2021 Q2	$1K	Sell	16 -352	-96%	-$22.7K	﹤0.01%	376
2021 Q1	$22K	Buy	368 +336	+1,050%	+$20.4K	0.01%	210
2020 Q4	$2K	Sell	32 -20	-38%	-$1.14K	﹤0.01%	311
2020 Q3	$3K	Sell	52 -32,400	-100%	-$1.71M	﹤0.01%	265
2020 Q2	$1.56M	Buy	+32,452	New	+$1.43M	0.98%	13
2020 Q1	–	Sell	-8,004	Closed	-$352K	–	342
2019 Q4	$352K	Buy	+8,004	New	+$334K	0.32%	45

Other funds holding IWF

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

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

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

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Lloyd Advisory Services's IWF Position: Q2 2026 in Review

Lloyd Advisory Services sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2026, closing a stake of 368 shares — an estimated $39.3K sold.

Lloyd Advisory Services first reported a position in IWF in Q4 2019 and held it in 14 quarters. The position peaked at $1.69M in Q4 2024. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Lloyd Advisory Services reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2026 after selling out during the quarter.
Lloyd Advisory Services sold 368 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $39.3K.
Lloyd Advisory Services first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and held it in 14 quarters.
Lloyd Advisory Services's iShares Russell 1000 Growth ETF position peaked at $1.69M in Q4 2024.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.