Advyzon Investment Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Advyzon Investment 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	$684K	Buy	5,508 +1,984	+56%	+$239K	0.05%	364
2026 Q1	$376K	Buy	+3,524	New	+$400K	0.03%	470
2025 Q3	–	Sell	-5,792	Closed	-$615K	–	486
2025 Q2	$615K	Buy	+5,792	New	+$554K	0.14%	147
2025 Q1	–	Sell	-4,144	Closed	-$416K	–	295
2024 Q4	$416K	Buy	+4,144	New	+$408K	0.16%	119

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

Advyzon Investment Management's IWF Position: Q2 2026 in Review

Advyzon Investment Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 56% in Q2 2026, buying an estimated $239K and bringing the position to 5,508 shares worth $684K. The position accounts for 0.05% of the portfolio, ranked #364.

Advyzon Investment Management first reported a position in IWF in Q4 2024 and has held it in 4 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Advyzon Investment Management held 5,508 shares of iShares Russell 1000 Growth ETF worth $684K as of Q2 2026.
Advyzon Investment Management bought 1,984 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $239K.
iShares Russell 1000 Growth ETF made up 0.05% of Advyzon Investment Management's portfolio in Q2 2026, its #364 holding.
Advyzon Investment Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 4 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.