Alliance Wealth Advisors (Pennsylvania)’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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	$682K	Hold	5,496	–	–	0.22%	65
2026 Q1	$586K	Hold	5,496	–	–	0.26%	63
2025 Q4	$650K	Hold	5,496	–	–	0.28%	56
2025 Q3	$644K	Sell	5,496 -92	-2%	-$10.2K	0.29%	56
2025 Q2	$593K	Sell	5,588 -40	-0.7%	-$3.83K	0.3%	54
2025 Q1	$508K	Hold	5,628	–	–	0.29%	60
2024 Q4	$565K	Hold	5,628	–	–	0.32%	60
2024 Q3	$528K	Hold	5,628	–	–	0.3%	64
2024 Q2	$513K	Sell	5,628 -12	-0.2%	-$1.02K	0.32%	61
2024 Q1	$475K	Sell	5,640 -4	-0.1%	-$322	0.3%	65
2023 Q4	$428K	Buy	5,644 +16	+0.3%	+$1.13K	0.28%	67
2023 Q3	$374K	Hold	5,628	–	–	0.27%	76
2023 Q2	$387K	Hold	5,628	–	–	0.28%	73
2023 Q1	$344K	Hold	5,628	–	–	0.26%	77
2022 Q4	$301K	Hold	5,628	–	–	0.25%	83
2022 Q3	$296K	Hold	5,628	–	–	0.28%	76
2022 Q2	$308K	Sell	5,628 -140	-2%	-$8.4K	0.27%	79
2022 Q1	$400K	Buy	5,768 +112	+2%	+$7.65K	0.33%	67
2021 Q4	$432K	Hold	5,656	–	–	0.35%	67
2021 Q3	$387K	Buy	5,656 +752	+15%	+$53.2K	0.34%	71
2021 Q2	$333K	Hold	4,904	–	–	0.3%	76
2021 Q1	$298K	Hold	4,904	–	–	0.29%	79
2020 Q4	$296K	Buy	+4,904	New	+$279K	0.31%	77

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

Alliance Wealth Advisors (Pennsylvania)'s IWF Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 5,496 shares worth $682K. The position accounts for 0.22% of the portfolio, ranked #65.

Alliance Wealth Advisors (Pennsylvania) first reported a position in IWF in Q4 2020 and has held it in 23 quarters since. 2,514 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Alliance Wealth Advisors (Pennsylvania) held 5,496 shares of iShares Russell 1000 Growth ETF worth $682K as of Q2 2026.
Alliance Wealth Advisors (Pennsylvania) left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.22% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #65 holding.
Alliance Wealth Advisors (Pennsylvania) first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 23 quarters since.
2,514 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.