49 Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

49 Wealth 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 Q2	$23M	Buy	185,469 +180,981	+4,033%	+$21.8M	4.39%	4
2026 Q1	$478K	Buy	4,488 +468	+12%	+$53.1K	0.04%	118
2025 Q4	$475K	Sell	4,020 -1,340	-25%	-$159K	0.04%	113
2025 Q3	$627K	Buy	5,360 +660	+14%	+$73.5K	0.06%	80
2025 Q2	$499K	Buy	4,700 +640	+16%	+$61.2K	0.05%	86
2025 Q1	$367K	Sell	4,060 -1,876	-32%	-$185K	0.04%	116
2024 Q4	$596K	Buy	5,936 +2,440	+70%	+$240K	0.08%	74
2024 Q3	$328K	Buy	3,496 +864	+33%	+$78.3K	0.05%	111
2024 Q2	$242K	Buy	+2,632	New	+$225K	0.05%	127

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

49 Wealth Management's IWF Position: Q2 2026 in Review

49 Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 4,033% in Q2 2026, buying an estimated $21.8M and bringing the position to 185,469 shares worth $23M. The position accounts for 4.39% of the portfolio, ranked #4.

49 Wealth Management first reported a position in IWF in Q2 2024 and has held it in 9 quarters since. 2,510 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

49 Wealth Management held 185,469 shares of iShares Russell 1000 Growth ETF worth $23M as of Q2 2026.
49 Wealth Management bought 180,981 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $21.8M.
iShares Russell 1000 Growth ETF made up 4.39% of 49 Wealth Management's portfolio in Q2 2026, its #4 holding.
49 Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2024 and has held it in 9 quarters since.
2,510 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.