Arcadia Wealth Management (New Hampshire)’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Arcadia Wealth Management (New Hampshire)’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	$13.2M	Sell	106,025 -11,211	-10%	-$1.35M	4.13%	8
2026 Q1	$12.5M	Sell	117,236 -5,300	-4%	-$602K	4.52%	6
2025 Q4	$14.5M	Sell	122,536 -6,496	-5%	-$769K	5.39%	4
2025 Q3	$15.1M	Buy	129,032 +28,296	+28%	+$3.15M	5.99%	4
2025 Q2	$10.7M	Buy	100,736 +3,140	+3%	+$300K	4.67%	5
2025 Q1	$8.81M	Buy	97,596 +95,408	+4,361%	+$9.41M	4.35%	5
2024 Q4	$220K	Sell	2,188 -37,508	-94%	-$3.69M	0.11%	60
2024 Q3	$3.72M	Buy	39,696 +248	+0.6%	+$22.5K	1.96%	12
2024 Q2	$3.59M	Sell	39,448 -2,504	-6%	-$214K	2.05%	12
2024 Q1	$3.54M	Sell	41,952 -2,156	-5%	-$174K	2.18%	12
2023 Q4	$3.34M	Sell	44,108 -69,372	-61%	-$4.91M	2.32%	12
2023 Q3	$7.55M	Sell	113,480 -2,488	-2%	-$172K	5.89%	6
2023 Q2	$7.98M	Buy	+115,968	New	+$7.37M	5.89%	7

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

Arcadia Wealth Management (New Hampshire)'s IWF Position: Q2 2026 in Review

Arcadia Wealth Management (New Hampshire) reduced its iShares Russell 1000 Growth ETF (IWF) stake by 9.6% in Q2 2026, selling an estimated $1.35M and leaving 106,025 shares worth $13.2M. The position accounts for 4.13% of the portfolio, ranked #8.

Arcadia Wealth Management (New Hampshire) first reported a position in IWF in Q2 2023 and has held it in 13 quarters since. The position peaked at $15.1M in Q3 2025. 2,491 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Arcadia Wealth Management (New Hampshire) held 106,025 shares of iShares Russell 1000 Growth ETF worth $13.2M as of Q2 2026.
Arcadia Wealth Management (New Hampshire) sold 11,211 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $1.35M.
iShares Russell 1000 Growth ETF made up 4.13% of Arcadia Wealth Management (New Hampshire)'s portfolio in Q2 2026, its #8 holding.
Arcadia Wealth Management (New Hampshire) first reported a position in iShares Russell 1000 Growth ETF in Q2 2023 and has held it in 13 quarters since.
Arcadia Wealth Management (New Hampshire)'s iShares Russell 1000 Growth ETF position peaked at $15.1M in Q3 2025.
2,491 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Arcadia Wealth Management (New Hampshire)'s 13F filing for Q2 2026, filed 20 Jul 2026.