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LMCG Investments’s iShares Russell 1000 Growth ETF IWF Stock Holding History

LMCG Investments’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 		$414K Sell
3,333
-79
-2% -$9.52K 0.02% 195
2026
Q1 		$364K Sell
3,412
-2,156
-39% -$245K 0.02% 193
2025
Q4 		$659K Sell
5,568
-604
-10% -$71.5K 0.04% 176
2025
Q3 		$723K Hold
6,172
– – 0.04% 172
2025
Q2 		$655K Hold
6,172
– – 0.04% 180
2025
Q1 		$557K Sell
6,172
-1,940
-24% -$191K 0.04% 186
2024
Q4 		$814K Sell
8,112
-88
-1% -$8.66K 0.05% 176
2024
Q3 		$770K Sell
8,200
-92
-1% -$8.34K 0.05% 169
2024
Q2 		$756K Sell
8,292
-28
-0.3% -$2.39K 0.04% 214
2024
Q1 		$701K Sell
8,320
-84
-1% -$6.77K 0.04% 235
2023
Q4 		$637K Sell
8,404
-40
-0.5% -$2.83K 0.04% 249
2023
Q3 		$562K Sell
8,444
-2,348
-22% -$162K 0.04% 251
2023
Q2 		$742K Buy
10,792
+2,288
+27% +$145K 0.05% 239
2023
Q1 		$519K Buy
8,504
+260
+3% +$15K 0.03% 253
2022
Q4 		$442K Sell
8,244
-272
-3% -$15K 0.03% 268
2022
Q3 		$448K Sell
8,516
-20
-0.2% -$1.18K 0.03% 280
2022
Q2 		$467K Hold
8,536
– – 0.03% 269
2022
Q1 		$592K Buy
+8,536
New +$583K 0.03% 271
2015
Q3 		$8.26M Buy
355,328
+6,052
+2% +$149K 0.18% 227
2015
Q2 		$8.64M Buy
349,276
+2,164
+0.6% +$54.4K 0.19% 219
2015
Q1 		$8.58M Buy
347,112
+8,796
+3% +$215K 0.18% 235
2014
Q4 		$8.09M Buy
338,316
+323,912
+2,249% +$7.58M 0.18% 222
2014
Q3 		$330K Sell
14,404
-460
-3% -$10.5K 0.01% 430
2014
Q2 		$338K Sell
14,864
-100
-0.7% -$2.19K 0.01% 427
2014
Q1 		$324K Hold
14,964
– – 0.01% 433
2013
Q4 		$322K Sell
14,964
-160
-1% -$3.28K 0.01% 434
2013
Q3 		$296K Hold
15,124
– – 0.01% 422
2013
Q2 		$275K Buy
+15,124
New +$277K 0.01% 430

Other funds holding IWF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LMCG Investments's IWF Position: Q2 2026 in Review

LMCG Investments reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.3% in Q2 2026, selling an estimated $9.52K and leaving 3,333 shares worth $414K. The position accounts for 0.02% of the portfolio, ranked #195.

LMCG Investments first reported a position in IWF in Q2 2013 and has held it in 28 quarters since. The position peaked at $8.64M in Q2 2015. 1,749 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • LMCG Investments held 3,333 shares of iShares Russell 1000 Growth ETF worth $414K as of Q2 2026.
  • LMCG Investments sold 79 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $9.52K.
  • iShares Russell 1000 Growth ETF made up 0.02% of LMCG Investments's portfolio in Q2 2026, its #195 holding.
  • LMCG Investments first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 28 quarters since.
  • LMCG Investments's iShares Russell 1000 Growth ETF position peaked at $8.64M in Q2 2015.
  • 1,749 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on LMCG Investments's 13F filing for Q2 2026, filed 22 Jul 2026.