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

Act 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	$323K	Buy	2,597 +1	+0%	+$121	0.09%	43
2026 Q1	$277K	Hold	2,596	–	–	0.09%	45
2025 Q4	$307K	Hold	2,596	–	–	0.1%	40
2025 Q3	$304K	Sell	2,596 -684	-21%	-$76.2K	0.11%	38
2025 Q2	$348K	Buy	3,280 +96	+3%	+$9.18K	0.15%	34
2025 Q1	$288K	Hold	3,184	–	–	0.13%	33
2024 Q4	$320K	Buy	3,184 +684	+27%	+$67.3K	0.15%	32
2024 Q3	$235K	Hold	2,500	–	–	0.1%	39
2024 Q2	$228K	Sell	2,500 -492	-16%	-$42K	0.11%	38
2024 Q1	$252K	Sell	2,992 -964	-24%	-$77.7K	0.13%	33
2023 Q4	$300K	Sell	3,956 -416	-10%	-$29.4K	0.16%	25
2023 Q3	$291K	Hold	4,372	–	–	0.2%	24
2023 Q2	$301K	Sell	4,372 -536	-11%	-$34.1K	0.17%	26
2023 Q1	$300K	Sell	4,908 -112	-2%	-$6.45K	0.18%	22
2022 Q4	$269K	Buy	5,020 +8	+0.2%	+$440	0.17%	26
2022 Q3	$264K	Buy	+5,012	New	+$295K	0.19%	25

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

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

Act Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.04% in Q2 2026, buying an estimated $121 and bringing the position to 2,597 shares worth $323K. The position accounts for 0.09% of the portfolio, ranked #43.

Act Wealth Management first reported a position in IWF in Q3 2022 and has held it in 16 quarters since. The position peaked at $348K in Q2 2025. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Act Wealth Management held 2,597 shares of iShares Russell 1000 Growth ETF worth $323K as of Q2 2026.
Act Wealth Management bought 1 iShares Russell 1000 Growth ETF share in Q2 2026, an estimated $121.
iShares Russell 1000 Growth ETF made up 0.09% of Act Wealth Management's portfolio in Q2 2026, its #43 holding.
Act Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2022 and has held it in 16 quarters since.
Act Wealth Management's iShares Russell 1000 Growth ETF position peaked at $348K in Q2 2025.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Act Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.