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Lord & Richards Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Lord & Richards Wealth Management’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
Q2 		– Sell
-3,924
Closed -$354K – 103
2025
Q1 		$354K Sell
3,924
-616
-14% -$60.8K 0.4% 52
2024
Q4 		$456K Buy
+4,540
New +$447K 0.96% 45

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lord & Richards Wealth Management's IWF Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2025, closing a stake of 3,924 shares — an estimated $354K sold.

Lord & Richards Wealth Management first reported a position in IWF in Q4 2024 and held it in 2 quarters. The position peaked at $456K in Q4 2024. 2,295 funds tracked by Wall St. Rank hold IWF as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 3,924 iShares Russell 1000 Growth ETF shares in Q2 2025, an estimated $354K.
  • Lord & Richards Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and held it in 2 quarters.
  • Lord & Richards Wealth Management's iShares Russell 1000 Growth ETF position peaked at $456K in Q4 2024.
  • 2,295 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.