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

Lowe Wealth 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
2025 Q3	$2.81K	Hold	24	–	–	﹤0.01%	323
2025 Q2	$2.55K	Hold	24	–	–	﹤0.01%	321
2025 Q1	$2.17K	Hold	24	–	–	﹤0.01%	331
2024 Q4	$2.41K	Hold	24	–	–	﹤0.01%	318
2024 Q3	$2.25K	Hold	24	–	–	﹤0.01%	278
2024 Q2	$2.19K	Hold	24	–	–	﹤0.01%	277
2024 Q1	$2.02K	Hold	24	–	–	﹤0.01%	267
2023 Q4	$1.82K	Hold	24	–	–	﹤0.01%	275
2023 Q3	$1.6K	Hold	24	–	–	﹤0.01%	270
2023 Q2	$1.65K	Hold	24	–	–	﹤0.01%	304
2023 Q1	$1.47K	Hold	24	–	–	﹤0.01%	302
2022 Q4	$1.28K	Hold	24	–	–	﹤0.01%	313
2022 Q3	$1K	Hold	24	–	–	﹤0.01%	312
2022 Q2	$1K	Hold	24	–	–	﹤0.01%	295
2022 Q1	$2K	Sell	24 -28	-54%	-$1.91K	﹤0.01%	288
2021 Q4	$4K	Hold	52	–	–	﹤0.01%	242
2021 Q3	$4K	Hold	52	–	–	﹤0.01%	230
2021 Q2	$4K	Hold	52	–	–	﹤0.01%	224
2021 Q1	$3K	Hold	52	–	–	﹤0.01%	234
2020 Q4	$3K	Hold	52	–	–	﹤0.01%	226
2020 Q3	$3K	Hold	52	–	–	﹤0.01%	221
2020 Q2	$2K	Hold	52	–	–	﹤0.01%	229
2020 Q1	$2K	Hold	52	–	–	﹤0.01%	237
2019 Q4	$2K	Hold	52	–	–	﹤0.01%	242
2019 Q3	$2K	Hold	52	–	–	﹤0.01%	234
2019 Q2	$2K	Hold	52	–	–	﹤0.01%	254
2019 Q1	$1K	Sell	52 -60	-54%	-$2.16K	﹤0.01%	249
2018 Q4	$4K	Buy	+112	New	+$3.95K	﹤0.01%	179
2015 Q4	–	Sell	-9,332	Closed	-$217K	–	240
2015 Q3	$217K	Buy	+9,332	New	+$230K	0.16%	30

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

Lowe Wealth Advisors's IWF Position: Q3 2025 in Review

Lowe Wealth Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2025 at 24 shares worth $2.81K. The position accounts for ﹤0.01% of the portfolio, ranked #323.

Lowe Wealth Advisors first reported a position in IWF in Q3 2015 and has held it in 29 quarters since. The position peaked at $217K in Q3 2015. 2,351 funds tracked by Wall St. Rank hold IWF as of Q3 2025.

Lowe Wealth Advisors held 24 shares of iShares Russell 1000 Growth ETF worth $2.81K as of Q3 2025.
Lowe Wealth Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2025.
iShares Russell 1000 Growth ETF made up ﹤0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #323 holding.
Lowe Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q3 2015 and has held it in 29 quarters since.
Lowe Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $217K in Q3 2015.
2,351 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.