LTL
IWF icon

Lowery Thomas LLC’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Lowery Thomas LLC’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 		$6.29M Sell
50,685
-4,971
-9% -$599K 3.07% 9
2026
Q1 		$5.93M Sell
55,656
-60
-0.1% -$6.81K 3.39% 9
2025
Q4 		$6.59M Sell
55,716
-292
-0.5% -$34.6K 3.73% 7
2025
Q3 		$6.56M Sell
56,008
-1,052
-2% -$117K 3.79% 7
2025
Q2 		$6.06M Buy
57,060
+56
+0.1% +$5.36K 3.88% 7
2025
Q1 		$5.15M Buy
57,004
+460
+0.8% +$45.4K 3.52% 8
2024
Q4 		$5.68M Sell
56,544
-140
-0.2% -$13.8K 3.7% 8
2024
Q3 		$5.32M Sell
56,684
-1,568
-3% -$142K 3.61% 8
2024
Q2 		$5.31M Sell
58,252
-1,136
-2% -$97K 3.87% 9
2024
Q1 		$5M Buy
59,388
+80
+0.1% +$6.45K 3.83% 10
2023
Q4 		$4.5M Sell
59,308
-440
-0.7% -$31.1K 3.86% 10
2023
Q3 		$3.97M Buy
59,748
+5,836
+11% +$403K 3.8% 11
2023
Q2 		$3.71M Buy
53,912
+76
+0.1% +$4.83K 3.65% 11
2023
Q1 		$3.29M Sell
53,836
-1,412
-3% -$81.3K 3.63% 12
2022
Q4 		$2.96M Sell
55,248
-2,012
-4% -$111K 3.55% 14
2022
Q3 		$3.01M Sell
57,260
-96
-0.2% -$5.64K 3.52% 13
2022
Q2 		$3.14M Sell
57,356
-8,032
-12% -$482K 3% 13
2022
Q1 		$4.54M Sell
65,388
-2,976
-4% -$203K 3.52% 10
2021
Q4 		$5.22M Buy
+68,364
New +$5.07M 3.6% 8

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lowery Thomas LLC's IWF Position: Q2 2026 in Review

Lowery Thomas LLC reduced its iShares Russell 1000 Growth ETF (IWF) stake by 8.9% in Q2 2026, selling an estimated $599K and leaving 50,685 shares worth $6.29M. The position accounts for 3.07% of the portfolio, ranked #9.

Lowery Thomas LLC first reported a position in IWF in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.59M in Q4 2025. 2,511 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Lowery Thomas LLC held 50,685 shares of iShares Russell 1000 Growth ETF worth $6.29M as of Q2 2026.
  • Lowery Thomas LLC sold 4,971 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $599K.
  • iShares Russell 1000 Growth ETF made up 3.07% of Lowery Thomas LLC's portfolio in Q2 2026, its #9 holding.
  • Lowery Thomas LLC first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Lowery Thomas LLC's iShares Russell 1000 Growth ETF position peaked at $6.59M in Q4 2025.
  • 2,511 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Lowery Thomas LLC's 13F filing for Q2 2026, filed 29 Jul 2026.