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

Alpha 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	$609K	Sell	4,903 -33	-0.7%	-$3.98K	0.16%	45
2026 Q1	$526K	Hold	4,936	–	–	0.16%	32
2025 Q4	$584K	Hold	4,936	–	–	0.18%	33
2025 Q3	$578K	Sell	4,936 -12	-0.2%	-$1.34K	0.2%	29
2025 Q2	$525K	Buy	4,948 +12	+0.2%	+$1.15K	0.2%	29
2025 Q1	$446K	Sell	4,936 -512	-9%	-$50.5K	0.2%	25
2024 Q4	$547K	Hold	5,448	–	–	0.25%	22
2024 Q3	$511K	Sell	5,448 -48	-0.9%	-$4.35K	0.23%	22
2024 Q2	$501K	Sell	5,496 -232	-4%	-$19.8K	0.24%	21
2024 Q1	$483K	Hold	5,728	–	–	0.23%	22
2023 Q4	$434K	Hold	5,728	–	–	0.22%	24
2023 Q3	$381K	Hold	5,728	–	–	0.24%	26
2023 Q2	$394K	Hold	5,728	–	–	0.25%	24
2023 Q1	$350K	Hold	5,728	–	–	0.24%	28
2022 Q4	$307K	Buy	+5,728	New	+$315K	0.27%	30

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

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

Alpha Financial Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.67% in Q2 2026, selling an estimated $3.98K and leaving 4,903 shares worth $609K. The position accounts for 0.16% of the portfolio, ranked #45.

Alpha Financial Advisors first reported a position in IWF in Q4 2022 and has held it in 15 quarters since. 2,502 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Alpha Financial Advisors held 4,903 shares of iShares Russell 1000 Growth ETF worth $609K as of Q2 2026.
Alpha Financial Advisors sold 33 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $3.98K.
iShares Russell 1000 Growth ETF made up 0.16% of Alpha Financial Advisors's portfolio in Q2 2026, its #45 holding.
Alpha Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 15 quarters since.
2,502 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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