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

Abound 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	$98.6K	Buy	794 +34	+4%	+$4.1K	0.02%	164
2026 Q1	$81.1K	Buy	760 +108	+17%	+$12.3K	0.02%	175
2025 Q4	$77.2K	Hold	652	–	–	0.02%	168
2025 Q3	$76.4K	Hold	652	–	–	0.02%	168
2025 Q2	$69.3K	Buy	652 +68	+12%	+$6.5K	0.02%	163
2025 Q1	$52.8K	Hold	584	–	–	0.02%	177
2024 Q4	$58.7K	Buy	584 +580	+14,500%	+$57K	0.02%	160
2024 Q3	$376	Buy	+4	New	+$363	﹤0.01%	925
2023 Q4	–	Sell	-632	Closed	-$42K	–	1383
2023 Q3	$42K	Buy	632 +624	+7,800%	+$43.1K	0.02%	150
2023 Q2	$556	Hold	8	–	–	﹤0.01%	812
2023 Q1	$493	Hold	8	–	–	﹤0.01%	676
2022 Q4	$431	Hold	8	–	–	﹤0.01%	667
2022 Q3	$422	Sell	8 -480	-98%	-$28.2K	﹤0.01%	666
2022 Q2	$26.6K	Hold	488	–	–	0.01%	74
2022 Q1	$33.7K	Sell	488 -360	-42%	-$24.6K	0.02%	71
2021 Q4	$64.9K	Buy	+848	New	+$62.9K	0.05%	60

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

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

Abound Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 4.5% in Q2 2026, buying an estimated $4.1K and bringing the position to 794 shares worth $98.6K. The position accounts for 0.02% of the portfolio, ranked #164.

Abound Wealth Management first reported a position in IWF in Q4 2021 and has held it in 16 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Abound Wealth Management held 794 shares of iShares Russell 1000 Growth ETF worth $98.6K as of Q2 2026.
Abound Wealth Management bought 34 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $4.1K.
iShares Russell 1000 Growth ETF made up 0.02% of Abound Wealth Management's portfolio in Q2 2026, its #164 holding.
Abound Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 16 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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