LVM Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

LVM Capital Management’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	$2.47M	Hold	19,908	–	–	0.21%	57
2026 Q1	$2.12M	Sell	19,908 -256	-1%	-$29.1K	0.2%	60
2025 Q4	$2.39M	Sell	20,164 -4	-0%	-$474	0.22%	59
2025 Q3	$2.36M	Buy	20,168 +14,308	+244%	+$1.59M	0.23%	59
2025 Q2	$622K	Hold	5,860	–	–	0.06%	96
2025 Q1	$529K	Hold	5,860	–	–	0.06%	106
2024 Q4	$588K	Sell	5,860 -492	-8%	-$48.4K	0.06%	100
2024 Q3	$579K	Hold	6,352	–	–	0.07%	103
2024 Q2	$579K	Buy	6,352 +512	+9%	+$43.7K	0.07%	103
2024 Q1	$492K	Hold	5,840	–	–	0.06%	108
2023 Q4	$443K	Hold	5,840	–	–	0.06%	113
2023 Q3	$388K	Hold	5,840	–	–	0.05%	112
2023 Q2	$402K	Hold	5,840	–	–	0.05%	108
2023 Q1	$357K	Hold	5,840	–	–	0.05%	110
2022 Q4	$313K	Hold	5,840	–	–	0.05%	108
2022 Q3	$307K	Hold	5,840	–	–	0.05%	104
2022 Q2	$319K	Hold	5,840	–	–	0.05%	104
2022 Q1	$405K	Hold	5,840	–	–	0.05%	104
2021 Q4	$446K	Hold	5,840	–	–	0.06%	90
2021 Q3	$400K	Hold	5,840	–	–	0.06%	96
2021 Q2	$396K	Hold	5,840	–	–	0.06%	94
2021 Q1	$355K	Hold	5,840	–	–	0.06%	92
2020 Q4	$352K	Hold	5,840	–	–	0.06%	88
2020 Q3	$317K	Hold	5,840	–	–	0.06%	86
2020 Q2	$280K	Hold	5,840	–	–	0.06%	89
2020 Q1	$220K	Sell	5,840 -100	-2%	-$4.31K	0.05%	94
2019 Q4	$261K	Hold	5,940	–	–	0.05%	99
2019 Q3	$237K	Buy	+5,940	New	+$238K	0.05%	99

Other funds holding IWF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

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

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

LVM Capital Management's IWF Position: Q2 2026 in Review

LVM Capital Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 19,908 shares worth $2.47M. The position accounts for 0.21% of the portfolio, ranked #57.

LVM Capital Management first reported a position in IWF in Q3 2019 and has held it in 28 quarters since. 1,307 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

LVM Capital Management held 19,908 shares of iShares Russell 1000 Growth ETF worth $2.47M as of Q2 2026.
LVM Capital Management left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.21% of LVM Capital Management's portfolio in Q2 2026, its #57 holding.
LVM Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2019 and has held it in 28 quarters since.
1,307 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.