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 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

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

LWM Advisors's IWF Position: Q2 2026 in Review

LWM Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 1.3% in Q2 2026, buying an estimated $330K and bringing the position to 209,701 shares worth $26M. The position accounts for 19.42% of the portfolio, ranked #2.

LWM Advisors first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. 2,491 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

LWM Advisors held 209,701 shares of iShares Russell 1000 Growth ETF worth $26M as of Q2 2026.
LWM Advisors bought 2,741 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $330K.
iShares Russell 1000 Growth ETF made up 19.42% of LWM Advisors's portfolio in Q2 2026, its #2 holding.
LWM Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,491 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on LWM Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.