Lyell Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.25M | Sell |
10,100
-600
| -6% | -$72.3K | 0.08% | 120 |
|
|
2026
Q1 | $1.14M | Sell |
10,700
-2,580
| -19% | -$293K | 0.08% | 115 |
|
|
2025
Q4 | $1.57M | Hold |
13,280
| – | – | 0.11% | 95 |
|
|
2025
Q3 | $1.56M | Hold |
13,280
| – | – | 0.12% | 95 |
|
|
2025
Q2 | $1.41M | Sell |
13,280
-380
| -3% | -$36.3K | 0.11% | 101 |
|
|
2025
Q1 | $1.23M | Hold |
13,660
| – | – | 0.12% | 108 |
|
|
2024
Q4 | $1.37M | Buy |
13,660
+1,800
| +15% | +$177K | 0.12% | 106 |
|
|
2024
Q3 | $1.11M | Sell |
11,860
-220
| -2% | -$19.9K | 0.1% | 118 |
|
|
2024
Q2 | $1.1M | Sell |
12,080
-720
| -6% | -$61.5K | 0.11% | 108 |
|
|
2024
Q1 | $1.08M | Hold |
12,800
| – | – | 0.11% | 112 |
|
|
2023
Q4 | $970K | Hold |
12,800
| – | – | 0.11% | 113 |
|
|
2023
Q3 | $851K | Sell |
12,800
-1,880
| -13% | -$130K | 0.11% | 107 |
|
|
2023
Q2 | $1.01M | Hold |
14,680
| – | – | 0.13% | 104 |
|
|
2023
Q1 | $897K | Buy |
14,680
+2,612
| +22% | +$150K | 0.13% | 113 |
|
|
2022
Q4 | $646K | Sell |
12,068
-1,200
| -9% | -$66K | 0.1% | 124 |
|
|
2022
Q3 | $698K | Sell |
13,268
-1,200
| -8% | -$70.6K | 0.12% | 119 |
|
|
2022
Q2 | $791K | Hold |
14,468
| – | – | 0.13% | 111 |
|
|
2022
Q1 | $1M | Sell |
14,468
-1,968
| -12% | -$134K | 0.13% | 104 |
|
|
2021
Q4 | $1.26M | Hold |
16,436
| – | – | 0.14% | 96 |
|
|
2021
Q3 | $1.13M | Hold |
16,436
| – | – | 0.14% | 96 |
|
|
2021
Q2 | $1.12M | Buy |
16,436
+1,016
| +7% | +$65.5K | 0.14% | 98 |
|
|
2021
Q1 | $937K | Buy |
15,420
+3,052
| +25% | +$186K | 0.14% | 99 |
|
|
2020
Q4 | $746K | Buy |
12,368
+3,504
| +40% | +$199K | 0.12% | 91 |
|
|
2020
Q3 | $481K | Hold |
8,864
| – | – | 0.09% | 96 |
|
|
2020
Q2 | $425K | Hold |
8,864
| – | – | 0.09% | 90 |
|
|
2020
Q1 | $334K | Hold |
8,864
| – | – | 0.1% | 91 |
|
|
2019
Q4 | $390K | Hold |
8,864
| – | – | 0.1% | 92 |
|
|
2019
Q3 | $354K | Buy |
8,864
+2,500
| +39% | +$100K | 0.11% | 91 |
|
|
2019
Q2 | $250K | Hold |
6,364
| – | – | 0.08% | 111 |
|
|
2019
Q1 | $241K | Hold |
6,364
| – | – | 0.08% | 109 |
|
|
2018
Q4 | $208K | Sell |
6,364
-116
| -2% | -$4.09K | 0.09% | 104 |
|
|
2018
Q3 | $253K | Hold |
6,480
| – | – | 0.09% | 104 |
|
|
2018
Q2 | $233K | Hold |
6,480
| – | – | 0.09% | 101 |
|
|
2018
Q1 | $220K | Sell |
6,480
-76
| -1% | -$2.66K | 0.08% | 101 |
|
|
2017
Q4 | $221K | Hold |
6,556
| – | – | 0.09% | 102 |
|
|
2017
Q3 | $205K | Sell |
6,556
-1,316
| -17% | -$40.3K | 0.09% | 104 |
|
|
2017
Q2 | $234K | Buy |
+7,872
| New | +$231K | 0.11% | 94 |
|
Other funds holding IWF
Lyell Wealth Management's IWF Position: Q2 2026 in Review
Lyell Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 5.6% in Q2 2026, selling an estimated $72.3K and leaving 10,100 shares worth $1.25M. The position accounts for 0.08% of the portfolio, ranked #120.
Lyell Wealth Management first reported a position in IWF in Q2 2017 and has held it in 37 quarters since. The position peaked at $1.57M in Q4 2025. 2,514 funds tracked by Wall St. Rank hold IWF as of Q2 2026.
- Lyell Wealth Management held 10,100 shares of iShares Russell 1000 Growth ETF worth $1.25M as of Q2 2026.
- Lyell Wealth Management sold 600 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $72.3K.
- iShares Russell 1000 Growth ETF made up 0.08% of Lyell Wealth Management's portfolio in Q2 2026, its #120 holding.
- Lyell Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2017 and has held it in 37 quarters since.
- Lyell Wealth Management's iShares Russell 1000 Growth ETF position peaked at $1.57M in Q4 2025.
- 2,514 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.
Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.