LL
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LWMG LLC’s iShares Russell 1000 Growth ETF IWF Stock Holding History

LWMG LLC’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
2024
Q3 		$54.7M Buy
583,060
+19,084
+3% +$1.73M 10.4% 3
2024
Q2 		$51.4M Buy
563,976
+35,032
+7% +$2.99M 10.84% 3
2024
Q1 		$44.6M Sell
528,944
-180
-0% -$14.5K 10.29% 3
2023
Q4 		$40.1M Buy
529,124
+35,020
+7% +$2.48M 9.84% 3
2023
Q3 		$32.9M Sell
494,104
-9,900
-2% -$684K 9.01% 3
2023
Q2 		$34.7M Buy
504,004
+325,928
+183% +$20.7M 9.7% 3
2023
Q1 		$10.9M Buy
178,076
+22,104
+14% +$1.27M 3.41% 8
2022
Q4 		$8.35M Buy
+155,972
New +$8.58M 3% 7

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LWMG LLC's IWF Position: Q3 2024 in Review

LWMG LLC increased its iShares Russell 1000 Growth ETF (IWF) stake by 3.4% in Q3 2024, buying an estimated $1.73M and bringing the position to 583,060 shares worth $54.7M. The position accounts for 10.4% of the portfolio, ranked #3.

LWMG LLC first reported a position in IWF in Q4 2022 and has held it in 8 quarters since. 2,071 funds tracked by Wall St. Rank hold IWF as of Q3 2024.

  • LWMG LLC held 583,060 shares of iShares Russell 1000 Growth ETF worth $54.7M as of Q3 2024.
  • LWMG LLC bought 19,084 iShares Russell 1000 Growth ETF shares in Q3 2024, an estimated $1.73M.
  • iShares Russell 1000 Growth ETF made up 10.4% of LWMG LLC's portfolio in Q3 2024, its #3 holding.
  • LWMG LLC first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 8 quarters since.
  • 2,071 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2024.

Based on LWMG LLC's 13F filing for Q3 2024, filed 4 Oct 2024.