LI
IWF icon

LRI Investments’s iShares Russell 1000 Growth ETF IWF Stock Holding History

LRI Investments’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 		$1.47M Sell
11,812
-15,304
-56% -$1.84M 0.12% 97
2026
Q1 		$2.89M Buy
27,116
+19,020
+235% +$2.16M 0.26% 47
2025
Q4 		$958K Buy
8,096
+3,164
+64% +$375K 0.08% 115
2025
Q3 		$578K Sell
4,932
-1,156
-19% -$129K 0.05% 167
2025
Q2 		$646K Sell
6,088
-4,196
-41% -$401K 0.05% 152
2025
Q1 		$929K Buy
10,284
+5,488
+114% +$541K 0.09% 113
2024
Q4 		$481K Sell
4,796
-4,868
-50% -$479K 0.05% 142
2024
Q3 		$956K Buy
9,664
+4,868
+102% +$441K 0.09% 89
2024
Q2 		$437K Hold
4,796
– – 0.05% 127
2024
Q1 		$404K Buy
+4,796
New +$386K 0.1% 87

Other funds holding IWF

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

LRI Investments's IWF Position: Q2 2026 in Review

LRI Investments reduced its iShares Russell 1000 Growth ETF (IWF) stake by 56% in Q2 2026, selling an estimated $1.84M and leaving 11,812 shares worth $1.47M. The position accounts for 0.12% of the portfolio, ranked #97.

LRI Investments first reported a position in IWF in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.89M in Q1 2026. 1,236 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • LRI Investments held 11,812 shares of iShares Russell 1000 Growth ETF worth $1.47M as of Q2 2026.
  • LRI Investments sold 15,304 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $1.84M.
  • iShares Russell 1000 Growth ETF made up 0.12% of LRI Investments's portfolio in Q2 2026, its #97 holding.
  • LRI Investments first reported a position in iShares Russell 1000 Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's iShares Russell 1000 Growth ETF position peaked at $2.89M in Q1 2026.
  • 1,236 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.