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

Alliance Wealth Management 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	$3.3M	Hold	26,552	–	–	0.64%	32
2026 Q1	$2.83M	Hold	26,552	–	–	0.62%	32
2025 Q4	$3.14M	Hold	26,552	–	–	0.69%	33
2025 Q3	$3.11M	Hold	26,552	–	–	0.69%	36
2025 Q2	$2.82M	Sell	26,552 -496	-2%	-$47.4K	0.72%	35
2025 Q1	$2.44M	Hold	27,048	–	–	0.66%	34
2024 Q4	$2.72M	Hold	27,048	–	–	0.73%	33
2024 Q3	$2.54M	Hold	27,048	–	–	0.68%	34
2024 Q2	$2.46M	Buy	27,048 +1,152	+4%	+$98.4K	0.7%	35
2024 Q1	$2.18M	Hold	25,896	–	–	0.64%	35
2023 Q4	$1.96M	Buy	+25,896	New	+$1.83M	0.61%	36
2023 Q2	$1.85M	Sell	26,952 -60	-0.2%	-$3.81K	0.6%	36
2023 Q1	$1.65M	Hold	27,012	–	–	0.56%	36
2022 Q4	$1.45M	Sell	27,012 -4	-0%	-$220	0.53%	35
2022 Q3	$1.42M	Hold	27,016	–	–	0.55%	36
2022 Q2	$1.48M	Hold	27,016	–	–	0.55%	35
2022 Q1	$1.88M	Buy	27,016 +72	+0.3%	+$4.92K	0.61%	33
2021 Q4	$2.06M	Hold	26,944	–	–	0.64%	33
2021 Q3	$1.85M	Hold	26,944	–	–	0.6%	33
2021 Q2	$1.83M	Sell	26,944 -500	-2%	-$32.2K	0.61%	32
2021 Q1	$1.67M	Hold	27,444	–	–	0.63%	27
2020 Q4	$1.65M	Hold	27,444	–	–	0.65%	27
2020 Q3	$1.49M	Sell	27,444 -380	-1%	-$20K	0.64%	26
2020 Q2	$1.33M	Hold	27,824	–	–	0.61%	27
2020 Q1	$1.05M	Sell	27,824 -2,220	-7%	-$95.7K	0.56%	27
2019 Q4	$1.32M	Hold	30,044	–	–	0.59%	28
2019 Q3	$1.2M	Hold	30,044	–	–	0.58%	28
2019 Q2	$1.18M	Hold	30,044	–	–	0.58%	29
2019 Q1	$1.14M	Hold	30,044	–	–	0.6%	29
2018 Q4	$983K	Hold	30,044	–	–	0.59%	29
2018 Q3	$1.17M	Hold	30,044	–	–	0.64%	30
2018 Q2	$1.08M	Sell	30,044 -21,144	-41%	-$746K	0.63%	32
2018 Q1	$1.74M	Buy	51,188 +18,796	+58%	+$659K	0.82%	28
2017 Q4	$1.09M	Sell	32,392 -40,604	-56%	-$1.33M	0.54%	35
2017 Q3	$2.28M	Buy	72,996 +38,212	+110%	+$1.17M	0.58%	33
2017 Q2	$1.03M	Hold	34,784	–	–	0.58%	37
2017 Q1	$1.01M	Sell	34,784 -448,624	-93%	-$12.4M	0.58%	38
2016 Q4	$12.7M	Sell	483,408 -29,856	-6%	-$775K	9.31%	4
2016 Q3	$13.4M	Sell	513,264 -31,160	-6%	-$810K	9.41%	4
2016 Q2	$13.7M	Sell	544,424 -23,444	-4%	-$585K	9.61%	4
2016 Q1	$14.2M	Sell	567,868 -27,504	-5%	-$650K	12.01%	3
2015 Q4	$14.8M	Buy	+595,372	New	+$14.9M	14.12%	2

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 Management Group's IWF Position: Q2 2026 in Review

Alliance Wealth Management Group held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 26,552 shares worth $3.3M. The position accounts for 0.64% of the portfolio, ranked #32.

Alliance Wealth Management Group first reported a position in IWF in Q4 2015 and has held it in 42 quarters since. The position peaked at $14.8M in Q4 2015. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Alliance Wealth Management Group held 26,552 shares of iShares Russell 1000 Growth ETF worth $3.3M as of Q2 2026.
Alliance Wealth Management Group left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.64% of Alliance Wealth Management Group's portfolio in Q2 2026, its #32 holding.
Alliance Wealth Management Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2015 and has held it in 42 quarters since.
Alliance Wealth Management Group's iShares Russell 1000 Growth ETF position peaked at $14.8M in Q4 2015.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Alliance Wealth Management Group's 13F filing for Q2 2026, filed 4 Aug 2026.