IWF ISHARES RUSSELL 1000 GROWTH IN

Ownership history in LVM CAPITAL MANAGEMENT LTD/MI  ·  27 quarters on record

AI Ownership Summary

LVM CAPITAL MANAGEMENT LTD/MI reported ISHARES RUSSELL 1000 GROWTH IN (IWF) in 27 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.23% in 2025 Q3. The latest visible filing shows IWF at 0.20% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IWF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LVM CAPITAL MANAGEMENT LTD/MI's position in ISHARES RUSSELL 1000 GROWTH IN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IWF was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How LVM CAPITAL MANAGEMENT LTD/MI held IWF — position size vs. price
% of Fund (quarterly)    IWF price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 4,977 -64 -1.3% 0.20% $2.1M 2026-05-15 (Est.) $430.04
2025 Q4 REDUCED 5,041 -1 -0.0% 0.22% $2.4M 2026-01-12 $476.83
2025 Q3 ADDED 5,042 +3,577 +244.2% 0.23% $2.4M 2025-10-09 $473.70
2025 Q2 UNCHANGED 1,465 0% 0.06% $622K 2025-07-02 $422.33
2025 Q1 UNCHANGED 1,465 0% 0.06% $529K 2025-04-08 $319.21
2024 Q4 REDUCED 1,465 -123 -7.7% 0.06% $588K 2025-01-10 $396.22
2024 Q3 UNCHANGED 1,588 0% 0.07% $579K 2024-10-03 $368.54
2024 Q2 ADDED 1,588 +128 +8.8% 0.07% $579K 2024-07-16 $374.69
2024 Q1 UNCHANGED 1,460 0% 0.06% $492K 2024-04-15 $324.23
2023 Q4 UNCHANGED 1,460 0% 0.06% $443K 2024-01-12 $302.57
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LVM CAPITAL MANAGEMENT LTD/MI and IWF

These are the practical questions this page is built to answer before you even open the full history table.

How long has LVM CAPITAL MANAGEMENT LTD/MI reported owning IWF?

LVM CAPITAL MANAGEMENT LTD/MI reported IWF across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IWF position in LVM CAPITAL MANAGEMENT LTD/MI's portfolio?

The largest reported portfolio weight for IWF was 0.23% in 2025 Q3.

What is the latest reported IWF position on this page?

The most recent filing on this page is 2026 Q1, when LVM CAPITAL MANAGEMENT LTD/MI reported 4,977 shares, equal to 0.20% of portfolio, with an estimated market value of $2.1M.

What does the chart on this IWF ownership page compare?

The chart compares LVM CAPITAL MANAGEMENT LTD/MI's quarterly IWF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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