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

LM 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	$1.55M	Buy	12,644 +7,620	+152%	+$919K	0.18%	84
2026 Q1	$2.95K	Sell	5,024 -556	-10%	-$63.1K	0.05%	161
2025 Q4	$2.95K	Sell	5,580 -6,296	-53%	-$746K	0.05%	156
2025 Q3	$1.39M	Buy	11,876 +2,700	+29%	+$301K	0.2%	78
2025 Q2	$974K	Hold	9,176	–	–	0.13%	87
2025 Q1	$828K	Buy	9,176 +1,852	+25%	+$183K	0.15%	111
2024 Q4	$735K	Hold	7,324	–	–	0.13%	109
2024 Q3	$687K	Hold	7,324	–	–	0.14%	100
2024 Q2	$667K	Hold	7,324	–	–	0.12%	114
2024 Q1	$617K	Hold	7,324	–	–	0.1%	122
2023 Q4	$555K	Buy	+7,324	New	+$518K	0.11%	108

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

LM Advisors's IWF Position: Q2 2026 in Review

LM Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 152% in Q2 2026, buying an estimated $919K and bringing the position to 12,644 shares worth $1.55M. The position accounts for 0.18% of the portfolio, ranked #84.

LM Advisors first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

LM Advisors held 12,644 shares of iShares Russell 1000 Growth ETF worth $1.55M as of Q2 2026.
LM Advisors bought 7,620 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $919K.
iShares Russell 1000 Growth ETF made up 0.18% of LM Advisors's portfolio in Q2 2026, its #84 holding.
LM Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.