Acorn Financial Advisory Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Acorn Financial Advisory Services’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	$340K	Sell	2,740 -20	-0.7%	-$2.41K	0.05%	164
2026 Q1	$294K	Sell	2,760 -12	-0.4%	-$1.36K	0.04%	167
2025 Q4	$328K	Buy	2,772 +264	+11%	+$31.3K	0.05%	156
2025 Q3	$294K	Hold	2,508	–	–	0.05%	161
2025 Q2	$266K	Sell	2,508 -208	-8%	-$19.9K	0.04%	168
2025 Q1	$245K	Hold	2,716	–	–	0.04%	164
2024 Q4	$273K	Hold	2,716	–	–	0.05%	170
2024 Q3	$255K	Hold	2,716	–	–	0.05%	173
2024 Q2	$248K	Hold	2,716	–	–	0.05%	176
2024 Q1	$229K	Sell	2,716 -424	-14%	-$34.2K	0.04%	184
2023 Q4	$238K	Sell	3,140 -136	-4%	-$9.62K	0.04%	224
2023 Q3	$218K	Sell	3,276 -108	-3%	-$7.46K	0.04%	227
2023 Q2	$233K	Buy	+3,384	New	+$215K	0.04%	224
2022 Q2	–	Sell	-3,228	Closed	-$224K	–	216
2022 Q1	$224K	Buy	3,228 +576	+22%	+$39.3K	0.04%	208
2021 Q4	$203K	Sell	2,652 -532	-17%	-$39.4K	0.04%	212
2021 Q3	$218K	Hold	3,184	–	–	0.07%	206
2021 Q2	$216K	Buy	+3,184	New	+$205K	0.06%	223

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 22.9% 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

Acorn Financial Advisory Services's IWF Position: Q2 2026 in Review

Acorn Financial Advisory Services reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.72% in Q2 2026, selling an estimated $2.41K and leaving 2,740 shares worth $340K. The position accounts for 0.05% of the portfolio, ranked #164.

Acorn Financial Advisory Services first reported a position in IWF in Q2 2021 and has held it in 17 quarters since. 2,517 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Acorn Financial Advisory Services held 2,740 shares of iShares Russell 1000 Growth ETF worth $340K as of Q2 2026.
Acorn Financial Advisory Services sold 20 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $2.41K.
iShares Russell 1000 Growth ETF made up 0.05% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #164 holding.
Acorn Financial Advisory Services first reported a position in iShares Russell 1000 Growth ETF in Q2 2021 and has held it in 17 quarters since.
2,517 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.