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

Apriem 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	$7.75M	Buy	62,418 +26	+0%	+$3.13K	0.67%	31
2026 Q1	$6.65M	Sell	62,392 -220	-0.4%	-$25K	0.63%	33
2025 Q4	$7.41M	Sell	62,612 -32	-0.1%	-$3.79K	0.68%	33
2025 Q3	$7.34M	Buy	62,644 +428	+0.7%	+$47.7K	0.69%	35
2025 Q2	$6.6M	Buy	62,216 +256	+0.4%	+$24.5K	0.7%	37
2025 Q1	$5.59M	Buy	61,960 +924	+2%	+$91.2K	0.66%	41
2024 Q4	$6.13M	Buy	61,036 +500	+0.8%	+$49.2K	0.7%	40
2024 Q3	$5.68M	Sell	60,536 -20	-0%	-$1.81K	0.66%	37
2024 Q2	$5.52M	Buy	60,556 +20,556	+51%	+$1.76M	0.68%	35
2024 Q1	$3.37M	Hold	40,000	–	–	0.42%	41
2023 Q4	$3.03M	Hold	40,000	–	–	0.41%	39
2023 Q3	$2.66M	Sell	40,000 -108	-0.3%	-$7.46K	0.39%	40
2023 Q2	$2.76M	Buy	40,108 +108	+0.3%	+$6.87K	0.41%	44
2023 Q1	$2.44M	Hold	40,000	–	–	0.39%	45
2022 Q4	$2.14M	Sell	40,000 -172	-0.4%	-$9.46K	0.37%	43
2022 Q3	$2.11M	Buy	40,172 +172	+0.4%	+$10.1K	0.38%	41
2022 Q2	$2.19M	Hold	40,000	–	–	0.38%	40
2022 Q1	$2.78M	Hold	40,000	–	–	0.41%	40
2021 Q4	$3.06M	Hold	40,000	–	–	0.43%	37
2021 Q3	$2.74M	Hold	40,000	–	–	0.39%	38
2021 Q2	$2.71M	Hold	40,000	–	–	0.41%	39
2021 Q1	$2.43M	Buy	+40,000	New	+$2.43M	0.38%	39
2020 Q4	–	Sell	-40,224	Closed	-$2.18M	–	133
2020 Q3	$2.18M	Buy	40,224 +224	+0.6%	+$11.8K	0.4%	38
2020 Q2	$1.92M	Hold	40,000	–	–	0.39%	39
2020 Q1	$1.51M	Hold	40,000	–	–	0.37%	42
2019 Q4	$1.76M	Hold	40,000	–	–	0.34%	38
2019 Q3	$1.6M	Hold	40,000	–	–	0.35%	43
2019 Q2	$1.57M	Buy	+40,000	New	+$1.55M	0.49%	39
2019 Q1	–	Sell	-40,000	Closed	-$1.31M	–	135
2018 Q4	$1.31M	Sell	40,000 -568	-1%	-$20K	0.46%	37
2018 Q3	$1.58M	Hold	40,568	–	–	0.35%	47
2018 Q2	$1.46M	Buy	+40,568	New	+$1.43M	0.33%	45
2017 Q2	–	Sell	-568	Closed	-$16K	–	333
2017 Q1	$16K	Hold	568	–	–	﹤0.01%	371
2016 Q4	$15K	Buy	+568	New	+$14.7K	﹤0.01%	397

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

Apriem Advisors's IWF Position: Q2 2026 in Review

Apriem Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.04% in Q2 2026, buying an estimated $3.13K and bringing the position to 62,418 shares worth $7.75M. The position accounts for 0.67% of the portfolio, ranked #31.

Apriem Advisors first reported a position in IWF in Q4 2016 and has held it in 33 quarters since. 2,514 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Apriem Advisors held 62,418 shares of iShares Russell 1000 Growth ETF worth $7.75M as of Q2 2026.
Apriem Advisors bought 26 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $3.13K.
iShares Russell 1000 Growth ETF made up 0.67% of Apriem Advisors's portfolio in Q2 2026, its #31 holding.
Apriem Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2016 and has held it in 33 quarters since.
2,514 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Apriem Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.