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Luts & Greenleigh Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Luts & Greenleigh Group’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 		$2.57M Sell
20,692
-220
-1% -$26.5K 1.94% 10
2026
Q1 		$2.23M Buy
20,912
+568
+3% +$64.5K 1.77% 7
2025
Q4 		$2.41M Buy
20,344
+4
+0% +$474 2.05% 8
2025
Q3 		$2.38M Sell
20,340
-844
-4% -$94K 2.14% 7
2025
Q2 		$2.25M Buy
21,184
+432
+2% +$41.3K 2.16% 7
2025
Q1 		$1.87M Sell
20,752
-4
-0% -$395 1.86% 8
2024
Q4 		$2.08M Sell
20,756
-184
-0.9% -$18.1K 2.06% 7
2024
Q3 		$1.97M Buy
20,940
+400
+2% +$36.3K 1.89% 7
2024
Q2 		$1.87M Buy
+20,540
New +$1.75M 1.95% 7
2023
Q4 		$1.66M Buy
21,908
+740
+3% +$52.3K 2.09% 7
2023
Q3 		$1.41M Sell
21,168
-3,872
-15% -$267K 1.75% 9
2023
Q2 		$1.72M Buy
25,040
+1,100
+5% +$70K 2.12% 6
2023
Q1 		$1.46M Sell
23,940
-9,536
-28% -$549K 1.85% 8
2022
Q4 		$1.79M Buy
+33,476
New +$1.84M 2.27% 7

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

Luts & Greenleigh Group's IWF Position: Q2 2026 in Review

Luts & Greenleigh Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.1% in Q2 2026, selling an estimated $26.5K and leaving 20,692 shares worth $2.57M. The position accounts for 1.94% of the portfolio, ranked #10.

Luts & Greenleigh Group first reported a position in IWF in Q4 2022 and has held it in 14 quarters since. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Luts & Greenleigh Group held 20,692 shares of iShares Russell 1000 Growth ETF worth $2.57M as of Q2 2026.
  • Luts & Greenleigh Group sold 220 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $26.5K.
  • iShares Russell 1000 Growth ETF made up 1.94% of Luts & Greenleigh Group's portfolio in Q2 2026, its #10 holding.
  • Luts & Greenleigh Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • 2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Luts & Greenleigh Group's 13F filing for Q2 2026, filed 7 Aug 2026.