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

Allium Financial Advisors’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	$622K	Hold	5,012	–	–	0.41%	35
2026 Q1	$534K	Sell	5,012 -632	-11%	-$71.7K	0.43%	35
2025 Q4	$668K	Sell	5,644 -372	-6%	-$44.1K	0.53%	33
2025 Q3	$704K	Hold	6,016	–	–	0.58%	30
2025 Q2	$639K	Sell	6,016 -1,248	-17%	-$119K	0.56%	30
2025 Q1	$656K	Buy	+7,264	New	+$717K	0.6%	28

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

Allium Financial Advisors's IWF Position: Q2 2026 in Review

Allium Financial Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 5,012 shares worth $622K. The position accounts for 0.41% of the portfolio, ranked #35.

Allium Financial Advisors first reported a position in IWF in Q1 2025 and has held it in 6 quarters since. The position peaked at $704K in Q3 2025. 2,511 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Allium Financial Advisors held 5,012 shares of iShares Russell 1000 Growth ETF worth $622K as of Q2 2026.
Allium Financial Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.41% of Allium Financial Advisors's portfolio in Q2 2026, its #35 holding.
Allium Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2025 and has held it in 6 quarters since.
Allium Financial Advisors's iShares Russell 1000 Growth ETF position peaked at $704K in Q3 2025.
2,511 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Allium Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.