AE Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.86M | Buy |
55,249
+5,109
| +10% | +$616K | 0.03% | 364 |
|
|
2026
Q1 | $5.35M | Sell |
50,140
-20,232
| -29% | -$2.3M | 0.03% | 404 |
|
|
2025
Q4 | $8.33M | Buy |
70,372
+8,464
| +14% | +$1M | 0.05% | 313 |
|
|
2025
Q3 | $7.25M | Buy |
61,908
+852
| +1% | +$94.9K | 0.05% | 318 |
|
|
2025
Q2 | $6.48M | Buy |
61,056
+17,012
| +39% | +$1.63M | 0.05% | 317 |
|
|
2025
Q1 | $3.98M | Sell |
44,044
-31,516
| -42% | -$3.11M | 0.03% | 390 |
|
|
2024
Q4 | $7.59M | Sell |
75,560
-12,124
| -14% | -$1.19M | 0.06% | 271 |
|
|
2024
Q3 | $8.23M | Buy |
87,684
+32,176
| +58% | +$2.92M | 0.07% | 259 |
|
|
2024
Q2 | $5.06M | Buy |
55,508
+13,484
| +32% | +$1.15M | 0.05% | 322 |
|
|
2024
Q1 | $3.54M | Sell |
42,024
-222,916
| -84% | -$18M | 0.04% | 372 |
|
|
2023
Q4 | $20.9M | Sell |
264,940
-7,948
| -3% | -$562K | 0.11% | 216 |
|
|
2023
Q3 | $18.1M | Sell |
272,888
-154,768
| -36% | -$10.7M | 0.11% | 205 |
|
|
2023
Q2 | $29.4M | Buy |
427,656
+206,456
| +93% | +$13.1M | 0.18% | 127 |
|
|
2023
Q1 | $13.5M | Buy |
221,200
+57,976
| +36% | +$3.34M | 0.09% | 279 |
|
|
2022
Q4 | $8.74M | Buy |
163,224
+8,724
| +6% | +$480K | 0.06% | 350 |
|
|
2022
Q3 | $8.13M | Buy |
154,500
+5,296
| +4% | +$311K | 0.06% | 323 |
|
|
2022
Q2 | $8.16M | Sell |
149,204
-17,564
| -11% | -$1.05M | 0.07% | 316 |
|
|
2022
Q1 | $11.6M | Buy |
166,768
+29,576
| +22% | +$2.02M | 0.08% | 253 |
|
|
2021
Q4 | $10.5M | Sell |
137,192
-73,444
| -35% | -$5.44M | 0.07% | 255 |
|
|
2021
Q3 | $14.4M | Buy |
210,636
+122,188
| +138% | +$8.64M | 0.12% | 188 |
|
|
2021
Q2 | $6M | Sell |
88,448
-114,952
| -57% | -$7.41M | 0.05% | 320 |
|
|
2021
Q1 | $12.4M | Buy |
203,400
+110,968
| +120% | +$6.75M | 0.12% | 166 |
|
|
2020
Q4 | $5.57M | Buy |
92,432
+19,612
| +27% | +$1.12M | 0.06% | 260 |
|
|
2020
Q3 | $3.95M | Sell |
72,820
-455,076
| -86% | -$24M | 0.06% | 273 |
|
|
2020
Q2 | $25.3M | Buy |
527,896
+447,352
| +555% | +$19.7M | 0.39% | 49 |
|
|
2020
Q1 | $3.03M | Sell |
80,544
-65,304
| -45% | -$2.81M | 0.07% | 233 |
|
|
2019
Q4 | $6.41M | Buy |
145,848
+89,812
| +160% | +$3.75M | 0.14% | 143 |
|
|
2019
Q3 | $2.24M | Sell |
56,036
-13,688
| -20% | -$549K | 0.06% | 253 |
|
|
2019
Q2 | $2.74M | Buy |
69,724
+8,532
| +14% | +$330K | 0.08% | 189 |
|
|
2019
Q1 | $2.31M | Sell |
61,192
-7,216
| -11% | -$259K | 0.16% | 124 |
|
|
2018
Q4 | $2.24M | Sell |
68,408
-244
| -0.4% | -$8.6K | 0.38% | 68 |
|
|
2018
Q3 | $2.68M | Buy |
68,652
+32,768
| +91% | +$1.24M | 0.15% | 112 |
|
|
2018
Q2 | $1.29M | Buy |
35,884
+2,932
| +9% | +$103K | 0.09% | 135 |
|
|
2018
Q1 | $1.12M | Buy |
32,952
+10,448
| +46% | +$366K | 0.09% | 143 |
|
|
2017
Q4 | $758K | Sell |
22,504
-9,600
| -30% | -$315K | 0.07% | 196 |
|
|
2017
Q3 | $1M | Buy |
32,104
+2,048
| +7% | +$62.7K | 0.09% | 144 |
|
|
2017
Q2 | $894K | Buy |
30,056
+10,332
| +52% | +$303K | 0.11% | 166 |
|
|
2017
Q1 | $561K | Buy |
+19,724
| New | +$547K | 0.1% | 158 |
|
Other funds holding IWF
AE Wealth Management's IWF Position: Q2 2026 in Review
AE Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 10% in Q2 2026, buying an estimated $616K and bringing the position to 55,249 shares worth $6.86M. The position accounts for 0.03% of the portfolio, ranked #364.
AE Wealth Management first reported a position in IWF in Q1 2017 and has held it in 38 quarters since. The position peaked at $29.4M in Q2 2023. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.
- AE Wealth Management held 55,249 shares of iShares Russell 1000 Growth ETF worth $6.86M as of Q2 2026.
- AE Wealth Management bought 5,109 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $616K.
- iShares Russell 1000 Growth ETF made up 0.03% of AE Wealth Management's portfolio in Q2 2026, its #364 holding.
- AE Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2017 and has held it in 38 quarters since.
- AE Wealth Management's iShares Russell 1000 Growth ETF position peaked at $29.4M in Q2 2023.
- 2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.
Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.