Albion Financial Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Albion Financial 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	$334K	Buy	2,688 +1,984	+282%	+$239K	0.02%	158
2026 Q1	$74.9K	Buy	704 +540	+329%	+$61.3K	﹤0.01%	238
2025 Q4	$19.2K	Sell	164 -124	-43%	-$14.7K	﹤0.01%	349
2025 Q3	$33.5K	Hold	288	–	–	﹤0.01%	288
2025 Q2	$30.4K	Hold	288	–	–	﹤0.01%	269
2025 Q1	$25.8K	Sell	288 -672	-70%	-$66.3K	﹤0.01%	290
2024 Q4	$96.2K	Buy	960 +4	+0.4%	+$393	0.01%	207
2024 Q3	$89.9K	Hold	956	–	–	0.01%	210
2024 Q2	$87.3K	Hold	956	–	–	0.01%	208
2024 Q1	$80.7K	Buy	956 +832	+671%	+$67K	0.01%	206
2023 Q4	$9.51K	Hold	124	–	–	﹤0.01%	310
2023 Q3	$8.31K	Hold	124	–	–	﹤0.01%	310
2023 Q2	$8.6K	Hold	124	–	–	﹤0.01%	320
2023 Q1	$7.63K	Hold	124	–	–	﹤0.01%	321
2022 Q4	$6.67K	Hold	124	–	–	﹤0.01%	331
2022 Q3	$7K	Hold	124	–	–	﹤0.01%	330
2022 Q2	$7K	Hold	124	–	–	﹤0.01%	332
2022 Q1	$9K	Hold	124	–	–	﹤0.01%	371
2021 Q4	$9K	Hold	124	–	–	﹤0.01%	412
2021 Q3	$8K	Hold	124	–	–	﹤0.01%	390
2021 Q2	$8K	Buy	+124	New	+$8K	﹤0.01%	384
2020 Q4	$7K	Buy	+124	New	+$7.06K	﹤0.01%	370
2019 Q3	–	Sell	-5,484	Closed	-$216K	–	209
2019 Q2	$216K	Buy	5,484 +16	+0.3%	+$619	0.03%	191
2019 Q1	$207K	Buy	+5,468	New	+$196K	0.03%	187

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

Albion Financial Group's IWF Position: Q2 2026 in Review

Albion Financial Group increased its iShares Russell 1000 Growth ETF (IWF) stake by 282% in Q2 2026, buying an estimated $239K and bringing the position to 2,688 shares worth $334K. The position accounts for 0.02% of the portfolio, ranked #158.

Albion Financial Group first reported a position in IWF in Q1 2019 and has held it in 24 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Albion Financial Group held 2,688 shares of iShares Russell 1000 Growth ETF worth $334K as of Q2 2026.
Albion Financial Group bought 1,984 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $239K.
iShares Russell 1000 Growth ETF made up 0.02% of Albion Financial Group's portfolio in Q2 2026, its #158 holding.
Albion Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q1 2019 and has held it in 24 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.