Advisory Alpha’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Advisory Alpha’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	$1.02M	Buy	8,239 +43	+0.5%	+$5.18K	0.03%	216
2026 Q1	$874K	Sell	8,196 -152	-2%	-$17.3K	0.02%	217
2025 Q4	$988K	Buy	8,348 +196	+2%	+$23.2K	0.03%	194
2025 Q3	$962K	Hold	8,152	–	–	0.03%	188
2025 Q2	$865K	Buy	8,152 +284	+4%	+$27.2K	0.03%	181
2025 Q1	$710K	Buy	7,868 +4	+0.1%	+$395	0.02%	199
2024 Q4	$790K	Buy	7,864 +4,404	+127%	+$433K	0.03%	174
2024 Q3	$325K	Sell	3,460 -60	-2%	-$5.44K	0.01%	296
2024 Q2	$321K	Sell	3,520 -12	-0.3%	-$1.02K	0.01%	279
2024 Q1	$298K	Buy	+3,532	New	+$285K	0.01%	299
2022 Q1	–	Sell	-10,620	Closed	-$811K	–	283
2021 Q4	$811K	Buy	10,620 +6,184	+139%	+$458K	0.05%	137
2021 Q3	$304K	Buy	+4,436	New	+$314K	0.02%	202
2020 Q4	–	Sell	-400	Closed	-$22K	–	365
2020 Q3	$22K	Buy	+400	New	+$21.1K	﹤0.01%	318
2020 Q2	–	Sell	-444	Closed	-$18.4K	–	349
2020 Q1	$18.4K	Sell	444 -248	-36%	-$10.7K	0.01%	321
2019 Q4	$31.5K	Sell	692 -2,564	-79%	-$107K	0.01%	340
2019 Q3	$129K	Buy	+3,256	New	+$131K	0.04%	151
2019 Q2	–	Sell	-552	Closed	-$21.3K	–	379
2019 Q1	$21.3K	Buy	+552	New	+$19.8K	0.01%	329

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

Advisory Alpha's IWF Position: Q2 2026 in Review

Advisory Alpha increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.52% in Q2 2026, buying an estimated $5.18K and bringing the position to 8,239 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #216.

Advisory Alpha first reported a position in IWF in Q1 2019 and has held it in 17 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Advisory Alpha held 8,239 shares of iShares Russell 1000 Growth ETF worth $1.02M as of Q2 2026.
Advisory Alpha bought 43 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $5.18K.
iShares Russell 1000 Growth ETF made up 0.03% of Advisory Alpha's portfolio in Q2 2026, its #216 holding.
Advisory Alpha first reported a position in iShares Russell 1000 Growth ETF in Q1 2019 and has held it in 17 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.