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Abbot Financial Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Abbot Financial 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 		$409K Sell
3,292
-192
-6% -$23.1K 0.14% 113
2026
Q1 		$371K Sell
3,484
-72
-2% -$8.17K 0.16% 116
2025
Q4 		$421K Sell
3,556
-32
-0.9% -$3.79K 0.17% 111
2025
Q3 		$420K Buy
3,588
+4
+0.1% +$445 0.18% 108
2025
Q2 		$380K Sell
3,584
-48
-1% -$4.59K 0.18% 108
2025
Q1 		$328K Hold
3,632
– – 0.17% 110
2024
Q4 		$365K Buy
3,632
+120
+3% +$11.8K 0.18% 105
2024
Q3 		$330K Sell
3,512
-688
-16% -$62.4K 0.17% 111
2024
Q2 		$383K Hold
4,200
– – 0.21% 104
2024
Q1 		$354K Sell
4,200
-28
-0.7% -$2.26K 0.2% 101
2023
Q4 		$320K Sell
4,228
-460
-10% -$32.5K 0.19% 100
2023
Q3 		$312K Buy
4,688
+420
+10% +$29K 0.21% 99
2023
Q2 		$294K Hold
4,268
– – 0.19% 97
2023
Q1 		$261K Hold
4,268
– – 0.18% 103
2022
Q4 		$229K Buy
4,268
+64
+2% +$3.52K 0.16% 106
2022
Q3 		$221K Hold
4,204
– – 0.16% 104
2022
Q2 		$230K Hold
4,204
– – 0.14% 111
2022
Q1 		$292K Buy
4,204
+144
+4% +$9.83K 0.14% 110
2021
Q4 		$310K Buy
4,060
+4
+0.1% +$297 0.14% 113
2021
Q3 		$278K Sell
4,056
-116
-3% -$8.21K 0.13% 117
2021
Q2 		$283K Sell
4,172
-460
-10% -$29.7K 0.12% 116
2021
Q1 		$282K Hold
4,632
– – 0.13% 108
2020
Q4 		$279K Sell
4,632
-20
-0.4% -$1.14K 0.16% 100
2020
Q3 		$252K Sell
4,652
-620
-12% -$32.7K 0.16% 99
2020
Q2 		$253K Sell
5,272
-328
-6% -$14.5K 0.17% 100
2020
Q1 		$211K Sell
5,600
-2,724
-33% -$117K 0.17% 99
2019
Q4 		$366K Buy
8,324
+4
+0% +$167 0.23% 91
2019
Q3 		$332K Sell
8,320
-2,544
-23% -$102K 0.24% 93
2019
Q2 		$427K Buy
+10,864
New +$420K 0.31% 81

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

Abbot Financial Management's IWF Position: Q2 2026 in Review

Abbot Financial Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 5.5% in Q2 2026, selling an estimated $23.1K and leaving 3,292 shares worth $409K. The position accounts for 0.14% of the portfolio, ranked #113.

Abbot Financial Management first reported a position in IWF in Q2 2019 and has held it in 29 quarters since. The position peaked at $427K in Q2 2019. 2,514 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Abbot Financial Management held 3,292 shares of iShares Russell 1000 Growth ETF worth $409K as of Q2 2026.
  • Abbot Financial Management sold 192 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $23.1K.
  • iShares Russell 1000 Growth ETF made up 0.14% of Abbot Financial Management's portfolio in Q2 2026, its #113 holding.
  • Abbot Financial Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2019 and has held it in 29 quarters since.
  • Abbot Financial Management's iShares Russell 1000 Growth ETF position peaked at $427K in Q2 2019.
  • 2,514 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Abbot Financial Management's 13F filing for Q2 2026, filed 6 Aug 2026.