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Alta Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Alta Wealth 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 		$6.03M Buy
48,535
+359
+0.7% +$43.3K 1.63% 11
2026
Q1 		$5.14M Buy
48,176
+680
+1% +$77.2K 1.67% 11
2025
Q4 		$5.62M Sell
47,496
-2,700
-5% -$320K 1.88% 9
2025
Q3 		$5.88M Sell
50,196
-744
-1% -$82.8K 2.11% 8
2025
Q2 		$5.41M Buy
50,940
+100
+0.2% +$9.56K 2.55% 8
2025
Q1 		$4.59M Sell
50,840
-2,268
-4% -$224K 2.11% 10
2024
Q4 		$5.33M Sell
53,108
-680
-1% -$66.9K 2.33% 7
2024
Q3 		$5.05M Buy
53,788
+940
+2% +$85.2K 2.31% 9
2024
Q2 		$4.82M Buy
52,848
+24
+0% +$2.05K 2.4% 8
2024
Q1 		$4.45M Sell
52,824
-388
-0.7% -$31.3K 2.26% 8
2023
Q4 		$4.03M Sell
53,212
-9,532
-15% -$674K 2.25% 7
2023
Q3 		$4.17M Sell
62,744
-232
-0.4% -$16K 2.56% 6
2023
Q2 		$4.33M Sell
62,976
-172
-0.3% -$10.9K 2.54% 7
2023
Q1 		$3.86M Buy
63,148
+576
+0.9% +$33.2K 2.43% 9
2022
Q4 		$3.35M Buy
62,572
+164
+0.3% +$9.02K 2.26% 9
2022
Q3 		$3.28M Buy
62,408
+392
+0.6% +$23.1K 2.35% 13
2022
Q2 		$3.39M Buy
62,016
+3,956
+7% +$237K 2.35% 12
2022
Q1 		$4.03M Sell
58,060
-3,616
-6% -$247K 2.39% 9
2021
Q4 		$4.71M Sell
61,676
-1,452
-2% -$108K 2.9% 7
2021
Q3 		$4.33M Buy
63,128
+180
+0.3% +$12.7K 3.14% 4
2021
Q2 		$4.27M Sell
62,948
-368
-0.6% -$23.7K 3.13% 4
2021
Q1 		$3.85M Sell
63,316
-1,228
-2% -$74.7K 3.22% 4
2020
Q4 		$3.89M Buy
+64,544
New +$3.67M 3.27% 3

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Alta Wealth Advisors's IWF Position: Q2 2026 in Review

Alta Wealth Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.75% in Q2 2026, buying an estimated $43.3K and bringing the position to 48,535 shares worth $6.03M. The position accounts for 1.63% of the portfolio, ranked #11.

Alta Wealth Advisors first reported a position in IWF in Q4 2020 and has held it in 23 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Alta Wealth Advisors held 48,535 shares of iShares Russell 1000 Growth ETF worth $6.03M as of Q2 2026.
  • Alta Wealth Advisors bought 359 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $43.3K.
  • iShares Russell 1000 Growth ETF made up 1.63% of Alta Wealth Advisors's portfolio in Q2 2026, its #11 holding.
  • Alta Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.