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Aprio Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Aprio Wealth Management’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 		$8.51M Buy
68,502
+18,090
+36% +$2.18M 0.42% 57
2026
Q1 		$5.37M Buy
50,412
+2,492
+5% +$283K 0.29% 73
2025
Q4 		$5.67M Buy
47,920
+19,668
+70% +$2.33M 0.33% 65
2025
Q3 		$3.31M Sell
28,252
-252
-0.9% -$28.1K 0.33% 55
2025
Q2 		$3.03M Buy
28,504
+180
+0.6% +$17.2K 0.34% 51
2025
Q1 		$2.56M Buy
28,324
+8
+0% +$789 0.32% 55
2024
Q4 		$2.84M Sell
28,316
-124
-0.4% -$12.2K 0.41% 45
2024
Q3 		$2.67M Buy
28,440
+1,544
+6% +$140K 0.43% 42
2024
Q2 		$2.45M Sell
26,896
-176
-0.7% -$15K 0.45% 38
2024
Q1 		$2.28M Buy
27,072
+5,996
+28% +$483K 0.45% 34
2023
Q4 		$1.6M Sell
21,076
-36
-0.2% -$2.55K 0.36% 39
2023
Q3 		$1.4M Sell
21,112
-140
-0.7% -$9.67K 0.39% 38
2023
Q2 		$1.46M Sell
21,252
-140
-0.7% -$8.9K 0.4% 34
2023
Q1 		$1.31M Sell
21,392
-560
-3% -$32.3K 0.4% 30
2022
Q4 		$1.18M Sell
21,952
-72
-0.3% -$3.96K 0.41% 31
2022
Q3 		$1.16M Sell
22,024
-11,644
-35% -$685K 0.47% 32
2022
Q2 		$1.84M Sell
33,668
-1,564
-4% -$93.9K 0.73% 26
2022
Q1 		$2.44M Sell
35,232
-1,156
-3% -$78.9K 0.93% 28
2021
Q4 		$2.78M Sell
36,388
-1,148
-3% -$85.1K 1.16% 24
2021
Q3 		$2.57M Sell
37,536
-784
-2% -$55.5K 1.17% 23
2021
Q2 		$2.6M Buy
+38,320
New +$2.47M 1.23% 19
2020
Q4 		$1.83M Sell
30,380
-3,444
-10% -$196K 1.21% 22
2020
Q3 		$1.83M Sell
33,824
-5,496
-14% -$290K 1.3% 18
2020
Q2 		$1.89M Sell
39,320
-1,032
-3% -$45.5K 1.82% 14
2020
Q1 		$1.52M Sell
40,352
-186,808
-82% -$8.05M 1.93% 8
2019
Q4 		$9.99M Buy
+227,160
New +$9.48M 7.36% 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

Aprio Wealth Management's IWF Position: Q2 2026 in Review

Aprio Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 36% in Q2 2026, buying an estimated $2.18M and bringing the position to 68,502 shares worth $8.51M. The position accounts for 0.42% of the portfolio, ranked #57.

Aprio Wealth Management first reported a position in IWF in Q4 2019 and has held it in 26 quarters since. The position peaked at $9.99M in Q4 2019. 2,514 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Aprio Wealth Management held 68,502 shares of iShares Russell 1000 Growth ETF worth $8.51M as of Q2 2026.
  • Aprio Wealth Management bought 18,090 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $2.18M.
  • iShares Russell 1000 Growth ETF made up 0.42% of Aprio Wealth Management's portfolio in Q2 2026, its #57 holding.
  • Aprio Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Aprio Wealth Management's iShares Russell 1000 Growth ETF position peaked at $9.99M in Q4 2019.
  • 2,514 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.