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

Able 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	$2.01M	Sell	16,202 -8,754	-35%	-$1.06M	0.46%	47
2026 Q1	$2.66M	Sell	24,956 -32	-0.1%	-$3.63K	0.71%	35
2025 Q4	$2.96M	Sell	24,988 -1,128	-4%	-$134K	0.94%	29
2025 Q3	$3.06M	Sell	26,116 -772	-3%	-$86K	1.15%	27
2025 Q2	$2.85M	Sell	26,888 -14,172	-35%	-$1.36M	1.44%	19
2025 Q1	$3.71M	Sell	41,060 -1,568	-4%	-$155K	2.19%	14
2024 Q4	$4.28M	Sell	42,628 -836	-2%	-$82.2K	2.81%	11
2024 Q3	$4.08M	Sell	43,464 -4,556	-9%	-$413K	3.09%	10
2024 Q2	$4.38M	Buy	48,020 +5,276	+12%	+$450K	3.6%	10
2024 Q1	$3.6M	Buy	42,744 +10,468	+32%	+$843K	3.14%	10
2023 Q4	$2.45M	Buy	+32,276	New	+$2.28M	2.22%	10

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

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

Able Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 35% in Q2 2026, selling an estimated $1.06M and leaving 16,202 shares worth $2.01M. The position accounts for 0.46% of the portfolio, ranked #47.

Able Wealth Management first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.38M in Q2 2024. 2,510 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Able Wealth Management held 16,202 shares of iShares Russell 1000 Growth ETF worth $2.01M as of Q2 2026.
Able Wealth Management sold 8,754 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $1.06M.
iShares Russell 1000 Growth ETF made up 0.46% of Able Wealth Management's portfolio in Q2 2026, its #47 holding.
Able Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
Able Wealth Management's iShares Russell 1000 Growth ETF position peaked at $4.38M in Q2 2024.
2,510 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.