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

Advisory Resource Group’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 		$1.75M Sell
14,130
-66
-0.5% -$7.96K 0.26% 97
2026
Q1 		$1.51M Buy
14,196
+324
+2% +$36.8K 0.26% 81
2025
Q4 		$1.64M Sell
13,872
-1,504
-10% -$178K 0.29% 73
2025
Q3 		$1.8M Buy
15,376
+2,284
+17% +$254K 0.32% 67
2025
Q2 		$1.39M Sell
13,092
-620
-5% -$59.3K 0.27% 78
2025
Q1 		$1.24M Sell
13,712
-49,868
-78% -$4.92M 0.25% 79
2024
Q4 		$6.38M Sell
63,580
-10,420
-14% -$1.02M 1.35% 17
2024
Q3 		$6.94M Buy
74,000
+4,012
+6% +$364K 1.48% 15
2024
Q2 		$6.38M Buy
69,988
+6,408
+10% +$547K 1.44% 15
2024
Q1 		$5.36M Sell
63,580
-720
-1% -$58K 1.23% 15
2023
Q4 		$4.87M Buy
64,300
+284
+0.4% +$20.1K 1.22% 16
2023
Q3 		$4.26M Buy
64,016
+656
+1% +$45.3K 1.15% 13
2023
Q2 		$4.36M Sell
63,360
-1,028
-2% -$65.4K 1.19% 14
2023
Q1 		$3.93M Sell
64,388
-1,480
-2% -$85.3K 1.1% 14
2022
Q4 		$3.53M Buy
65,868
+2,488
+4% +$137K 1.05% 14
2022
Q3 		$3.33M Buy
63,380
+1,864
+3% +$110K 1.1% 13
2022
Q2 		$3.36M Buy
+61,516
New +$3.69M 1.1% 15
2021
Q3 		– Sell
-31,968
Closed -$2.17M – 149
2021
Q2 		$2.17M Buy
31,968
+2,744
+9% +$177K 0.87% 31
2021
Q1 		$1.78M Buy
29,224
+288
+1% +$17.5K 0.83% 35
2020
Q4 		$1.74M Sell
28,936
-4,116
-12% -$234K 0.86% 29
2020
Q3 		$1.79M Sell
33,052
-212
-0.6% -$11.2K 1.05% 20
2020
Q2 		$1.6M Buy
33,264
+4,940
+17% +$218K 0.98% 20
2020
Q1 		$1.07M Buy
28,324
+5,492
+24% +$237K 0.82% 31
2019
Q4 		$1M Buy
22,832
+10,108
+79% +$422K 0.57% 35
2019
Q3 		$508K Buy
+12,724
New +$510K 0.27% 50

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Advisory Resource Group's IWF Position: Q2 2026 in Review

Advisory Resource Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.46% in Q2 2026, selling an estimated $7.96K and leaving 14,130 shares worth $1.75M. The position accounts for 0.26% of the portfolio, ranked #97.

Advisory Resource Group first reported a position in IWF in Q3 2019 and has held it in 25 quarters since. The position peaked at $6.94M in Q3 2024. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Advisory Resource Group held 14,130 shares of iShares Russell 1000 Growth ETF worth $1.75M as of Q2 2026.
  • Advisory Resource Group sold 66 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $7.96K.
  • iShares Russell 1000 Growth ETF made up 0.26% of Advisory Resource Group's portfolio in Q2 2026, its #97 holding.
  • Advisory Resource Group first reported a position in iShares Russell 1000 Growth ETF in Q3 2019 and has held it in 25 quarters since.
  • Advisory Resource Group's iShares Russell 1000 Growth ETF position peaked at $6.94M in Q3 2024.
  • 2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.