LPL Financial
IWF icon

LPL Financial’s iShares Russell 1000 Growth ETF IWF Stock Holding History

LPL Financial’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
Q1 		$1.64B Buy
15,357,420
+334,784
+2% +$38M 0.43% 42
2025
Q4 		$1.78B Buy
15,022,636
+255,900
+2% +$30.3M 0.49% 39
2025
Q3 		$1.73B Buy
14,766,736
+809,076
+6% +$90.1M 0.5% 35
2025
Q2 		$1.48B Buy
13,957,660
+837,376
+6% +$80.1M 0.49% 37
2025
Q1 		$1.18B Buy
13,120,284
+534,484
+4% +$52.7M 0.46% 38
2024
Q4 		$1.26B Buy
12,585,800
+476,916
+4% +$46.9M 0.51% 32
2024
Q3 		$1.14B Buy
12,108,884
+408,912
+3% +$37.1M 0.51% 36
2024
Q2 		$1.07B Buy
11,699,972
+242,672
+2% +$20.7M 0.53% 29
2024
Q1 		$965M Sell
11,457,300
-12,132
-0.1% -$977K 0.52% 32
2023
Q4 		$869M Buy
11,469,432
+571,376
+5% +$40.4M 0.53% 30
2023
Q3 		$725M Buy
10,898,056
+84,440
+0.8% +$5.83M 0.51% 36
2023
Q2 		$744M Sell
10,813,616
-75,440
-0.7% -$4.8M 0.53% 33
2023
Q1 		$665M Sell
10,889,056
-386,108
-3% -$22.2M 0.52% 35
2022
Q4 		$604M Buy
11,275,164
+124,076
+1% +$6.83M 0.52% 38
2022
Q3 		$587M Sell
11,151,088
-596,256
-5% -$35.1M 0.57% 33
2022
Q2 		$642M Buy
11,747,344
+721,884
+7% +$43.3M 0.61% 29
2022
Q1 		$765M Buy
11,025,460
+527,752
+5% +$36M 0.66% 25
2021
Q4 		$802M Buy
10,497,708
+257,424
+3% +$19.1M 0.67% 23
2021
Q3 		$702M Buy
10,240,284
+757,184
+8% +$53.6M 0.66% 24
2021
Q2 		$644M Buy
9,483,100
+28,304
+0.3% +$1.82M 0.65% 26
2021
Q1 		$574M Buy
9,454,796
+60,392
+0.6% +$3.68M 0.66% 27
2020
Q4 		$566M Buy
9,394,404
+52,184
+0.6% +$2.97M 0.73% 24
2020
Q3 		$507M Sell
9,342,220
-176,676
-2% -$9.31M 0.79% 24
2020
Q2 		$457M Sell
9,518,896
-247,096
-3% -$10.9M 0.8% 22
2020
Q1 		$368M Sell
9,765,992
-216,168
-2% -$9.32M 0.79% 24
2019
Q4 		$439M Buy
9,982,160
+156,352
+2% +$6.53M 0.8% 23
2019
Q3 		$392M Sell
9,825,808
-25,616
-0.3% -$1.03M 0.8% 22
2019
Q2 		$388M Sell
9,851,424
-203,104
-2% -$7.86M 0.83% 22
2019
Q1 		$380M Sell
10,054,528
-434,120
-4% -$15.6M 0.86% 20
2018
Q4 		$343M Buy
10,488,648
+390,672
+4% +$13.8M 0.91% 20
2018
Q3 		$394M Sell
10,097,976
-173,792
-2% -$6.58M 0.94% 19
2018
Q2 		$369M Buy
10,271,768
+12,168
+0.1% +$430K 0.97% 18
2018
Q1 		$349M Buy
10,259,600
+611,936
+6% +$21.5M 0.96% 19
2017
Q4 		$325M Buy
9,647,664
+324,048
+3% +$10.6M 0.99% 16
2017
Q3 		$292M Sell
9,323,616
-376,780
-4% -$11.5M 1.03% 13
2017
Q2 		$289M Sell
9,700,396
-630,988
-6% -$18.5M 1.09% 11
2017
Q1 		$293M Sell
10,331,384
-894,212
-8% -$24.8M 2% 3
2016
Q4 		$297M Buy
11,225,596
+10,698,616
+2,030% +$278M 2.26% 3
2016
Q3 		$13.7M Sell
526,980
-10,012,000
-95% -$260M 0.13% 139
2016
Q2 		$265M Sell
10,538,980
-10,388,084
-50% -$259M 2.24% 3
2016
Q1 		$521M Sell
20,927,064
-318,984
-2% -$7.54M 1.45% 6
2015
Q4 		$521M Buy
21,246,048
+10,406,528
+96% +$260M 1.44% 8
2015
Q3 		$260M Buy
10,839,520
+15,660
+0.1% +$385K 1.43% 6
2015
Q2 		$268M Buy
10,823,860
+406,428
+4% +$10.2M 1.36% 5
2015
Q1 		$257M Buy
10,417,432
+684,548
+7% +$16.7M 1.31% 6
2014
Q4 		$233M Buy
9,732,884
+1,025,384
+12% +$24M 1.27% 5
2014
Q3 		$197M Buy
8,707,500
+303,900
+4% +$6.96M 1.17% 6
2014
Q2 		$191M Buy
8,403,600
+40,092
+0.5% +$880K 1.11% 9
2014
Q1 		$181M Sell
8,363,508
-272,100
-3% -$5.84M 1.11% 9
2013
Q4 		$186M Buy
8,635,608
+596,724
+7% +$12.2M 1.16% 10
2013
Q3 		$159M Buy
8,038,884
+82,292
+1% +$1.58M 1.06% 13
2013
Q2 		$145M Buy
+7,956,592
New +$146M 1.04% 12

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial's IWF Position: Q1 2026 in Review

LPL Financial increased its iShares Russell 1000 Growth ETF (IWF) stake by 2.2% in Q1 2026, buying an estimated $38M and bringing the position to 15,357,420 shares worth $1.64B. The position accounts for 0.43% of the portfolio, ranked #42.

LPL Financial first reported a position in IWF in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.78B in Q4 2025. 2,436 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • LPL Financial held 15,357,420 shares of iShares Russell 1000 Growth ETF worth $1.64B as of Q1 2026.
  • LPL Financial bought 334,784 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $38M.
  • iShares Russell 1000 Growth ETF made up 0.43% of LPL Financial's portfolio in Q1 2026, its #42 holding.
  • LPL Financial first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's iShares Russell 1000 Growth ETF position peaked at $1.78B in Q4 2025.
  • 2,436 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.