Moody Lynn & Lieberson’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 | $2.94M | Sell |
23,656
-100
| -0.4% | -$12.1K | 0.16% | 72 |
|
|
2026
Q1 | $2.53M | Sell |
23,756
-1,520
| -6% | -$173K | 0.14% | 75 |
|
|
2025
Q4 | $2.99M | Buy |
25,276
+156
| +0.6% | +$18.5K | 0.16% | 70 |
|
|
2025
Q3 | $2.94M | Sell |
25,120
-5,544
| -18% | -$617K | 0.16% | 75 |
|
|
2025
Q2 | $3.25M | Buy |
30,664
+27,600
| +901% | +$2.64M | 0.19% | 77 |
|
|
2025
Q1 | $277K | Hold |
3,064
| – | – | 0.02% | 212 |
|
|
2024
Q4 | $308K | Buy |
3,064
+592
| +24% | +$58.2K | 0.02% | 203 |
|
|
2024
Q3 | $232K | Hold |
2,472
| – | – | 0.01% | 234 |
|
|
2024
Q2 | $225K | Hold |
2,472
| – | – | 0.01% | 222 |
|
|
2024
Q1 | $208K | Buy |
+2,472
| New | +$199K | 0.01% | 225 |
|
|
2022
Q2 | – | Sell |
-15,460
| Closed | -$1.07M | – | 231 |
|
|
2022
Q1 | $1.07M | Hold |
15,460
| – | – | 0.08% | 110 |
|
|
2021
Q4 | $1.18M | Buy |
15,460
+368
| +2% | +$27.3K | 0.08% | 114 |
|
|
2021
Q3 | $1.03M | Buy |
15,092
+112
| +0.7% | +$7.92K | 0.08% | 113 |
|
|
2021
Q2 | $1.02M | Hold |
14,980
| – | – | 0.08% | 114 |
|
|
2021
Q1 | $910K | Hold |
14,980
| – | – | 0.08% | 114 |
|
|
2020
Q4 | $903K | Sell |
14,980
-3,440
| -19% | -$196K | 0.08% | 115 |
|
|
2020
Q3 | $999K | Sell |
18,420
-400
| -2% | -$21.1K | 0.1% | 100 |
|
|
2020
Q2 | $903K | Buy |
18,820
+1,040
| +6% | +$45.8K | 0.1% | 93 |
|
|
2020
Q1 | $670K | Buy |
+17,780
| New | +$766K | 0.09% | 92 |
|
|
2019
Q4 | – | Sell |
-5,484
| Closed | -$219K | – | 209 |
|
|
2019
Q3 | $219K | Sell |
5,484
-490,760
| -99% | -$19.7M | 0.02% | 176 |
|
|
2019
Q2 | $19.5M | Buy |
496,244
+440,984
| +798% | +$17.1M | 2.15% | 11 |
|
|
2019
Q1 | $2.09M | Hold |
55,260
| – | – | 0.24% | 74 |
|
|
2018
Q4 | $1.81M | Buy |
55,260
+3,204
| +6% | +$113K | 0.24% | 75 |
|
|
2018
Q3 | $2.03M | Buy |
52,056
+460
| +0.9% | +$17.4K | 0.22% | 84 |
|
|
2018
Q2 | $1.85M | Sell |
51,596
-4,308
| -8% | -$152K | 0.22% | 83 |
|
|
2018
Q1 | $1.9M | Sell |
55,904
-2,700
| -5% | -$94.6K | 0.23% | 80 |
|
|
2017
Q4 | $2.11M | Sell |
58,604
-4,440
| -7% | -$146K | 0.22% | 77 |
|
|
2017
Q3 | $1.97M | Buy |
63,044
+43,300
| +219% | +$1.33M | 0.24% | 83 |
|
|
2017
Q2 | $587K | Sell |
19,744
-7,716
| -28% | -$227K | 0.08% | 141 |
|
|
2017
Q1 | $781K | Sell |
27,460
-2,036
| -7% | -$56.5K | 0.11% | 96 |
|
|
2016
Q4 | $774K | Sell |
29,496
-68,872
| -70% | -$1.79M | 0.11% | 98 |
|
|
2016
Q3 | $2.56M | Sell |
98,368
-680
| -0.7% | -$17.7K | 0.43% | 62 |
|
|
2016
Q2 | $2.48M | Sell |
99,048
-51,440
| -34% | -$1.28M | 0.45% | 55 |
|
|
2016
Q1 | $3.75M | Buy |
150,488
+127,440
| +553% | +$3.01M | 0.59% | 58 |
|
|
2015
Q4 | $573K | Sell |
23,048
-124,440
| -84% | -$3.1M | 0.09% | 108 |
|
|
2015
Q3 | $3.43M | Buy |
147,488
+23,116
| +19% | +$569K | 0.66% | 53 |
|
|
2015
Q2 | $3.08M | Sell |
124,372
-165,756
| -57% | -$4.17M | 0.49% | 60 |
|
|
2015
Q1 | $7.17M | Sell |
290,128
-53,928
| -16% | -$1.32M | 1.14% | 31 |
|
|
2014
Q4 | $8.22M | Buy |
344,056
+300,936
| +698% | +$7.04M | 1.17% | 29 |
|
|
2014
Q3 | $988K | Buy |
43,120
+14,464
| +50% | +$331K | 0.15% | 100 |
|
|
2014
Q2 | $651K | Sell |
28,656
-121,400
| -81% | -$2.66M | 0.09% | 115 |
|
|
2014
Q1 | $3.25M | Buy |
150,056
+124,000
| +476% | +$2.66M | 0.47% | 73 |
|
|
2013
Q4 | $560K | Sell |
26,056
-6,484
| -20% | -$133K | 0.08% | 126 |
|
|
2013
Q3 | $636K | Sell |
32,540
-9,620
| -23% | -$184K | 0.1% | 118 |
|
|
2013
Q2 | $767K | Buy |
+42,160
| New | +$772K | 0.13% | 104 |
|
Other funds holding IWF
Moody Lynn & Lieberson's IWF Position: Q2 2026 in Review
Moody Lynn & Lieberson reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.42% in Q2 2026, selling an estimated $12.1K and leaving 23,656 shares worth $2.94M. The position accounts for 0.16% of the portfolio, ranked #72.
Moody Lynn & Lieberson first reported a position in IWF in Q2 2013 and has held it in 45 quarters since. The position peaked at $19.5M in Q2 2019. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.
- Moody Lynn & Lieberson held 23,656 shares of iShares Russell 1000 Growth ETF worth $2.94M as of Q2 2026.
- Moody Lynn & Lieberson sold 100 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $12.1K.
- iShares Russell 1000 Growth ETF made up 0.16% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #72 holding.
- Moody Lynn & Lieberson first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 45 quarters since.
- Moody Lynn & Lieberson's iShares Russell 1000 Growth ETF position peaked at $19.5M in Q2 2019.
- 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.
Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.