AWMM
IWF icon

Aegis Wealth Management (Maryland)’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Aegis Wealth Management (Maryland)’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 		$252K Sell
2,027
-1
-0% -$121 0.12% 144
2026
Q1 		$216K Hold
2,028
– – 0.12% 114
2025
Q4 		$240K Hold
2,028
– – 0.14% 112
2025
Q3 		$237K Buy
+2,028
New +$226K 0.13% 115
2025
Q1 		– Sell
-2,028
Closed -$204K – 121
2024
Q4 		$204K Buy
+2,028
New +$199K 0.14% 105

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

Aegis Wealth Management (Maryland)'s IWF Position: Q2 2026 in Review

Aegis Wealth Management (Maryland) reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.05% in Q2 2026, selling an estimated $121 and leaving 2,027 shares worth $252K. The position accounts for 0.12% of the portfolio, ranked #144.

Aegis Wealth Management (Maryland) first reported a position in IWF in Q4 2024 and has held it in 5 quarters since. 2,491 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Aegis Wealth Management (Maryland) held 2,027 shares of iShares Russell 1000 Growth ETF worth $252K as of Q2 2026.
  • Aegis Wealth Management (Maryland) sold 1 iShares Russell 1000 Growth ETF share in Q2 2026, an estimated $121.
  • iShares Russell 1000 Growth ETF made up 0.12% of Aegis Wealth Management (Maryland)'s portfolio in Q2 2026, its #144 holding.
  • Aegis Wealth Management (Maryland) first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 5 quarters since.
  • 2,491 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q2 2026, filed 7 Aug 2026.