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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Luts & Greenleigh Group's IWF Position: Q1 2026 in Review

Luts & Greenleigh Group increased its iShares Russell 1000 Growth ETF (IWF) stake by 2.8% in Q1 2026, buying an estimated $64.5K and bringing the position to 20,912 shares worth $2.23M. The position accounts for 1.77% of the portfolio, ranked #7.

Luts & Greenleigh Group first reported a position in IWF in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.41M in Q4 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Luts & Greenleigh Group held 20,912 shares of iShares Russell 1000 Growth ETF worth $2.23M as of Q1 2026.
Luts & Greenleigh Group bought 568 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $64.5K.
iShares Russell 1000 Growth ETF made up 1.77% of Luts & Greenleigh Group's portfolio in Q1 2026, its #7 holding.
Luts & Greenleigh Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 13 quarters since.
Luts & Greenleigh Group's iShares Russell 1000 Growth ETF position peaked at $2.41M in Q4 2025.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Luts & Greenleigh Group's 13F filing for Q1 2026, filed 5 May 2026.