Annis Gardner Whiting Capital Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Annis Gardner Whiting Capital 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	$486K	Buy	3,913 +2,929	+298%	+$353K	0.07%	204
2026 Q1	$105K	Sell	984 -736	-43%	-$83.5K	0.02%	434
2025 Q4	$204K	Buy	1,720 +476	+38%	+$56.4K	0.04%	287
2025 Q3	$146K	Hold	1,244	–	–	0.03%	314
2025 Q2	$132K	Buy	1,244 +1,192	+2,292%	+$114K	0.05%	266
2025 Q1	$4.7K	Hold	52	–	–	﹤0.01%	627
2024 Q4	$5.22K	Hold	52	–	–	﹤0.01%	607
2024 Q3	$4.88K	Hold	52	–	–	﹤0.01%	636
2024 Q2	$4.74K	Sell	52 -212	-80%	-$18.1K	﹤0.01%	777
2024 Q1	$22.2K	Buy	+264	New	+$21.3K	0.01%	531

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

Annis Gardner Whiting Capital Advisors's IWF Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 298% in Q2 2026, buying an estimated $353K and bringing the position to 3,913 shares worth $486K. The position accounts for 0.07% of the portfolio, ranked #204.

Annis Gardner Whiting Capital Advisors first reported a position in IWF in Q1 2024 and has held it in 10 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Annis Gardner Whiting Capital Advisors held 3,913 shares of iShares Russell 1000 Growth ETF worth $486K as of Q2 2026.
Annis Gardner Whiting Capital Advisors bought 2,929 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $353K.
iShares Russell 1000 Growth ETF made up 0.07% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #204 holding.
Annis Gardner Whiting Capital Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2024 and has held it in 10 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.