Affinity Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Affinity Wealth 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	$338K	Sell	2,720 -168	-6%	-$20.3K	0.04%	86
2026 Q1	$308K	Buy	2,888 +128	+5%	+$14.5K	0.05%	76
2025 Q4	$327K	Hold	2,760	–	–	0.05%	76
2025 Q3	$323K	Hold	2,760	–	–	0.05%	76
2025 Q2	$293K	Hold	2,760	–	–	0.05%	80
2025 Q1	$249K	Hold	2,760	–	–	0.05%	85
2024 Q4	$277K	Hold	2,760	–	–	0.05%	84
2024 Q3	$259K	Hold	2,760	–	–	0.05%	92
2024 Q2	$252K	Sell	2,760 -72	-3%	-$6.15K	0.05%	93
2024 Q1	$239K	Buy	2,832 +72	+3%	+$5.8K	0.04%	93
2023 Q4	$209K	Buy	+2,760	New	+$195K	0.04%	97
2023 Q1	–	Sell	-6,204	Closed	-$332K	–	119
2022 Q4	$332K	Buy	6,204 +1,212	+24%	+$66.7K	0.08%	68
2022 Q3	$263K	Sell	4,992 -184	-4%	-$10.8K	0.07%	77
2022 Q2	$293K	Sell	5,176 -56	-1%	-$3.36K	0.07%	75
2022 Q1	$349K	Hold	5,232	–	–	0.07%	71
2021 Q4	$367K	Buy	5,232 +56	+1%	+$4.15K	0.08%	74
2021 Q3	$350K	Hold	5,176	–	–	0.07%	79
2021 Q2	$360K	Hold	5,176	–	–	0.07%	70
2021 Q1	$334K	Sell	5,176 -764	-13%	-$46.5K	0.07%	70
2020 Q4	$358K	Buy	+5,940	New	+$338K	0.08%	66

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

Affinity Wealth Management's IWF Position: Q2 2026 in Review

Affinity Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 5.8% in Q2 2026, selling an estimated $20.3K and leaving 2,720 shares worth $338K. The position accounts for 0.04% of the portfolio, ranked #86.

Affinity Wealth Management first reported a position in IWF in Q4 2020 and has held it in 20 quarters since. The position peaked at $367K in Q4 2021. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Affinity Wealth Management held 2,720 shares of iShares Russell 1000 Growth ETF worth $338K as of Q2 2026.
Affinity Wealth Management sold 168 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $20.3K.
iShares Russell 1000 Growth ETF made up 0.04% of Affinity Wealth Management's portfolio in Q2 2026, its #86 holding.
Affinity Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 20 quarters since.
Affinity Wealth Management's iShares Russell 1000 Growth ETF position peaked at $367K in Q4 2021.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Affinity Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.