Addison Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Addison Advisors’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	$1.05M	Sell	8,458 -3,630	-30%	-$438K	0.5%	47
2026 Q1	$1.29M	Buy	12,088 +928	+8%	+$105K	0.28%	71
2025 Q4	$1.32M	Sell	11,160 -536	-5%	-$63.5K	0.3%	69
2025 Q3	$1.37M	Buy	11,696 +192	+2%	+$21.4K	0.32%	67
2025 Q2	$1.22M	Hold	11,504	–	–	0.3%	70
2025 Q1	$1.04M	Hold	11,504	–	–	0.28%	63
2024 Q4	$1.15M	Sell	11,504 -516	-4%	-$50.8K	0.32%	65
2024 Q3	$1.13M	Sell	12,020 -744	-6%	-$67.5K	0.31%	65
2024 Q2	$1.16M	Sell	12,764 -1,004	-7%	-$85.7K	0.38%	60
2024 Q1	$1.16M	Sell	13,768 -896	-6%	-$72.2K	0.4%	58
2023 Q4	$1.11M	Sell	14,664 -588	-4%	-$41.6K	0.43%	52
2023 Q3	$1.01M	Sell	15,252 -628	-4%	-$43.4K	0.47%	46
2023 Q2	$1.09M	Sell	15,880 -2,348	-13%	-$149K	0.54%	42
2023 Q1	$1.11M	Sell	18,228 -140	-0.8%	-$8.07K	0.62%	35
2022 Q4	$984K	Sell	18,368 -4,560	-20%	-$251K	0.59%	37
2022 Q3	$1.21M	Sell	22,928 -440	-2%	-$25.9K	0.75%	33
2022 Q2	$1.28M	Sell	23,368 -1,524	-6%	-$91.5K	0.77%	31
2022 Q1	$1.73M	Buy	24,892 +6,464	+35%	+$441K	0.95%	28
2021 Q4	$1.41M	Buy	18,428 +9,468	+106%	+$702K	0.87%	27
2021 Q3	$614K	Hold	8,960	–	–	0.49%	39
2021 Q2	$608K	Buy	+8,960	New	+$578K	0.49%	38
2020 Q4	$551K	Buy	+9,140	New	+$520K	0.53%	39

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

Addison Advisors's IWF Position: Q2 2026 in Review

Addison Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 30% in Q2 2026, selling an estimated $438K and leaving 8,458 shares worth $1.05M. The position accounts for 0.5% of the portfolio, ranked #47.

Addison Advisors first reported a position in IWF in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.73M in Q1 2022. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Addison Advisors held 8,458 shares of iShares Russell 1000 Growth ETF worth $1.05M as of Q2 2026.
Addison Advisors sold 3,630 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $438K.
iShares Russell 1000 Growth ETF made up 0.5% of Addison Advisors's portfolio in Q2 2026, its #47 holding.
Addison Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 22 quarters since.
Addison Advisors's iShares Russell 1000 Growth ETF position peaked at $1.73M in Q1 2022.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.