Lokken Investment Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Lokken Investment Group’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	$393K	Sell	3,360 -452	-12%	-$50.3K	0.14%	101
2025 Q2	$405K	Buy	3,812 +428	+13%	+$40.9K	0.16%	93
2025 Q1	$305K	Buy	3,384 +24	+0.7%	+$2.37K	0.13%	99
2024 Q4	$337K	Hold	3,360	–	–	0.15%	96
2024 Q3	$315K	Sell	3,360 -244	-7%	-$22.1K	0.13%	108
2024 Q2	$328K	Hold	3,604	–	–	0.15%	100
2024 Q1	$304K	Buy	3,604 +60	+2%	+$4.83K	0.15%	103
2023 Q4	$269K	Buy	+3,544	New	+$251K	0.15%	102
2021 Q2	–	Sell	-4,136	Closed	-$251K	–	118
2021 Q1	$251K	Hold	4,136	–	–	0.22%	97
2020 Q4	$249K	Buy	+4,136	New	+$235K	0.23%	85

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lokken Investment Group's IWF Position: Q3 2025 in Review

Lokken Investment Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 12% in Q3 2025, selling an estimated $50.3K and leaving 3,360 shares worth $393K. The position accounts for 0.14% of the portfolio, ranked #101.

Lokken Investment Group first reported a position in IWF in Q4 2020 and has held it in 10 quarters since. The position peaked at $405K in Q2 2025. 2,351 funds tracked by Wall St. Rank hold IWF as of Q3 2025.

Lokken Investment Group held 3,360 shares of iShares Russell 1000 Growth ETF worth $393K as of Q3 2025.
Lokken Investment Group sold 452 iShares Russell 1000 Growth ETF shares in Q3 2025, an estimated $50.3K.
iShares Russell 1000 Growth ETF made up 0.14% of Lokken Investment Group's portfolio in Q3 2025, its #101 holding.
Lokken Investment Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 10 quarters since.
Lokken Investment Group's iShares Russell 1000 Growth ETF position peaked at $405K in Q2 2025.
2,351 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.