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

Align Financial’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	$495K	Hold	3,984	–	–	0.25%	43
2026 Q1	$425K	Sell	3,984 -1,881,644	-100%	-$214M	0.24%	42
2025 Q4	$471K	Buy	+1,885,628	New	+$223M	0.27%	38

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

Align Financial's IWF Position: Q2 2026 in Review

Align Financial held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 3,984 shares worth $495K. The position accounts for 0.25% of the portfolio, ranked #43.

Align Financial first reported a position in IWF in Q4 2025 and has held it in 3 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Align Financial held 3,984 shares of iShares Russell 1000 Growth ETF worth $495K as of Q2 2026.
Align Financial left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.25% of Align Financial's portfolio in Q2 2026, its #43 holding.
Align Financial first reported a position in iShares Russell 1000 Growth ETF in Q4 2025 and has held it in 3 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Align Financial's 13F filing for Q2 2026, filed 27 Jul 2026.