Red Lighthouse Investment Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Red Lighthouse Investment Management’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 Q1	–	Sell	-1,000	Closed	-$118K	–	102
2025 Q4	$118K	Hold	1,000	–	–	0.04%	65
2025 Q3	$117K	Hold	1,000	–	–	0.04%	86
2025 Q2	$106K	Sell	1,000 -548	-35%	-$52.4K	0.04%	89
2025 Q1	$130K	Buy	1,548 +548	+55%	+$54.1K	0.05%	77
2024 Q4	$100K	Sell	1,000 -88	-8%	-$8.66K	0.04%	85
2024 Q3	$102K	Sell	1,088 -460	-30%	-$41.7K	0.04%	83
2024 Q2	$141K	Hold	1,548	–	–	0.06%	76
2024 Q1	$130K	Sell	1,548 -472	-23%	-$38K	0.05%	77
2023 Q4	$153K	Sell	2,020 -64	-3%	-$4.53K	0.06%	68
2023 Q3	$139K	Sell	2,084 -312	-13%	-$21.5K	0.07%	68
2023 Q2	$165K	Sell	2,396 -72	-3%	-$4.58K	0.08%	67
2023 Q1	$151K	Hold	2,468	–	–	0.07%	67
2022 Q4	$132K	Buy	+2,468	New	+$136K	0.07%	70

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Red Lighthouse Investment Management's IWF Position: Q1 2026 in Review

Red Lighthouse Investment Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2026, closing a stake of 1,000 shares — an estimated $118K sold.

Red Lighthouse Investment Management first reported a position in IWF in Q4 2022 and held it in 13 quarters. The position peaked at $165K in Q2 2023. 2,444 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Red Lighthouse Investment Management reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
Red Lighthouse Investment Management sold 1,000 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $118K.
Red Lighthouse Investment Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and held it in 13 quarters.
Red Lighthouse Investment Management's iShares Russell 1000 Growth ETF position peaked at $165K in Q2 2023.
2,444 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Red Lighthouse Investment Management's 13F filing for Q1 2026, filed 8 May 2026.