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Aaron Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Aaron Wealth Advisors’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 		$4.93M Sell
39,718
-86
-0.2% -$10.4K 0.25% 49
2026
Q1 		$4.24M Sell
39,804
-204
-0.5% -$23.2K 0.24% 47
2025
Q4 		$4.73M Sell
40,008
-1,504
-4% -$178K 0.26% 44
2025
Q3 		$4.86M Sell
41,512
-43,240
-51% -$4.81M 0.29% 43
2025
Q2 		$9M Hold
84,752
– – 0.92% 20
2025
Q1 		$7.65M Sell
84,752
-7,196
-8% -$710K 0.88% 19
2024
Q4 		$9.23M Buy
91,948
+7,336
+9% +$722K 1.07% 17
2024
Q3 		$7.94M Buy
84,612
+428
+0.5% +$38.8K 0.95% 16
2024
Q2 		$7.67M Sell
84,184
-272
-0.3% -$23.2K 1.06% 16
2024
Q1 		$7.12M Buy
84,456
+4
+0% +$322 1.02% 16
2023
Q4 		$6.4M Sell
84,452
-16
-0% -$1.13K 1.06% 15
2023
Q3 		$5.62M Sell
84,468
-5,764
-6% -$398K 0.72% 23
2023
Q2 		$6.21M Buy
90,232
+5,028
+6% +$320K 0.81% 25
2023
Q1 		$5.2M Sell
85,204
-2,364
-3% -$136K 0.72% 31
2022
Q4 		$4.69M Buy
87,568
+12,136
+16% +$668K 0.68% 32
2022
Q3 		$3.97M Sell
75,432
-3,616
-5% -$213K 0.73% 34
2022
Q2 		$4.32M Buy
79,048
+6,312
+9% +$379K 1.09% 23
2022
Q1 		$5.05M Sell
72,736
-2,364
-3% -$161K 1.16% 18
2021
Q4 		$5.74M Sell
75,100
-268
-0.4% -$19.9K 1.6% 15
2021
Q3 		$5.16M Buy
75,368
+1,908
+3% +$135K 1.46% 17
2021
Q2 		$4.99M Hold
73,460
– – 1.64% 15
2021
Q1 		$4.46M Sell
73,460
-480
-0.6% -$29.2K 1.64% 15
2020
Q4 		$4.46M Buy
+73,940
New +$4.21M 1.63% 19

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Aaron Wealth Advisors's IWF Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.22% in Q2 2026, selling an estimated $10.4K and leaving 39,718 shares worth $4.93M. The position accounts for 0.25% of the portfolio, ranked #49.

Aaron Wealth Advisors first reported a position in IWF in Q4 2020 and has held it in 23 quarters since. The position peaked at $9.23M in Q4 2024. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Aaron Wealth Advisors held 39,718 shares of iShares Russell 1000 Growth ETF worth $4.93M as of Q2 2026.
  • Aaron Wealth Advisors sold 86 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $10.4K.
  • iShares Russell 1000 Growth ETF made up 0.25% of Aaron Wealth Advisors's portfolio in Q2 2026, its #49 holding.
  • Aaron Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Aaron Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $9.23M in Q4 2024.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.