Luken Investment Analytics’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Luken Investment Analytics’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	$110K	Sell	889 -3	-0.3%	-$362	0.04%	80
2026 Q1	$94.9K	Hold	892	–	–	0.04%	74
2025 Q4	$105K	Hold	892	–	–	0.04%	71
2025 Q3	$104K	Sell	892 -8	-0.9%	-$891	0.04%	71
2025 Q2	$95.3K	Hold	900	–	–	0.04%	71
2025 Q1	$81.1K	Hold	900	–	–	0.04%	74
2024 Q4	$90.2K	Hold	900	–	–	0.04%	63
2024 Q3	$84.3K	Hold	900	–	–	0.04%	65
2024 Q2	$81.9K	Sell	900 -168	-16%	-$14.3K	0.04%	67
2024 Q1	$89.8K	Hold	1,068	–	–	0.05%	62
2023 Q4	$80.8K	Hold	1,068	–	–	0.04%	62
2023 Q3	$70.9K	Hold	1,068	–	–	0.04%	63
2023 Q2	$73.4K	Sell	1,068 -1,352	-56%	-$86K	0.04%	60
2023 Q1	$148K	Hold	2,420	–	–	0.09%	44
2022 Q4	$130K	Buy	+2,420	New	+$133K	0.08%	48
2020 Q4	$58K	Buy	+956	New	+$54.4K	0.04%	54

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Luken Investment Analytics's IWF Position: Q2 2026 in Review

Luken Investment Analytics reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.34% in Q2 2026, selling an estimated $362 and leaving 889 shares worth $110K. The position accounts for 0.04% of the portfolio, ranked #80.

Luken Investment Analytics first reported a position in IWF in Q4 2020 and has held it in 16 quarters since. The position peaked at $148K in Q1 2023. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Luken Investment Analytics held 889 shares of iShares Russell 1000 Growth ETF worth $110K as of Q2 2026.
Luken Investment Analytics sold 3 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $362.
iShares Russell 1000 Growth ETF made up 0.04% of Luken Investment Analytics's portfolio in Q2 2026, its #80 holding.
Luken Investment Analytics first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 16 quarters since.
Luken Investment Analytics's iShares Russell 1000 Growth ETF position peaked at $148K in Q1 2023.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Luken Investment Analytics's 13F filing for Q2 2026, filed 28 Jul 2026.