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
2024
Q4 		– Sell
-31,600
Closed -$2.97M – 5373
2024
Q3 		$2.97M Buy
+31,600
New +$2.86M ﹤0.01% 2376
2021
Q1 		– Sell
-6,400
Closed -$386K – 4124
2020
Q4 		$386K Buy
+6,400
New +$364K ﹤0.01% 2988

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.