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LWM Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

LWM Advisors’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
Q3 		$26.1M Sell
208,660
-1,041
-0.5% -$127K 19.73% 2
2026
Q2 		$26M Buy
209,701
+2,741
+1% +$330K 19.42% 2
2026
Q1 		$22.1M Buy
206,960
+8,040
+4% +$913K 19.14% 2
2025
Q4 		$23.5M Sell
198,920
-2,292
-1% -$271K 20.7% 2
2025
Q3 		$23.6M Sell
201,212
-4,404
-2% -$490K 21.17% 2
2025
Q2 		$21.8M Sell
205,616
-2,428
-1% -$232K 20.99% 2
2025
Q1 		$19.5M Sell
208,044
-8,700
-4% -$858K 20.04% 2
2024
Q4 		$21.8M Buy
+216,744
New +$21.3M 21.84% 2

Other funds holding IWF

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

LWM Advisors's IWF Position: Q3 2026 in Review

LWM Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.5% in Q3 2026, selling an estimated $127K and leaving 208,660 shares worth $26.1M. The position accounts for 19.73% of the portfolio, ranked #2.

LWM Advisors first reported a position in IWF in Q4 2024 and has held it in 8 quarters since. 107 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • LWM Advisors held 208,660 shares of iShares Russell 1000 Growth ETF worth $26.1M as of Q3 2026.
  • LWM Advisors sold 1,041 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $127K.
  • iShares Russell 1000 Growth ETF made up 19.73% of LWM Advisors's portfolio in Q3 2026, its #2 holding.
  • LWM Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 8 quarters since.
  • 107 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on LWM Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.