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

Aries 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	$598K	Hold	4,820	–	–	0.12%	131
2026 Q1	$514K	Hold	4,820	–	–	0.11%	145
2025 Q4	$570K	Hold	4,820	–	–	0.13%	134
2025 Q3	$564K	Hold	4,820	–	–	0.13%	128
2025 Q2	$512K	Sell	4,820 -1,976	-29%	-$189K	0.13%	134
2025 Q1	$613K	Sell	6,796 -284	-4%	-$28K	0.17%	117
2024 Q4	$711K	Sell	7,080 -100	-1%	-$9.84K	0.2%	111
2024 Q3	$674K	Hold	7,180	–	–	0.19%	112
2024 Q2	$654K	Sell	7,180 -80	-1%	-$6.83K	0.21%	105
2024 Q1	$612K	Sell	7,260 -296	-4%	-$23.8K	0.2%	110
2023 Q4	$573K	Sell	7,556 -320	-4%	-$22.6K	0.2%	109
2023 Q3	$542K	Sell	7,876 -36	-0.5%	-$2.49K	0.21%	108
2023 Q2	$544K	Sell	7,912 -264	-3%	-$16.8K	0.21%	108
2023 Q1	$499K	Buy	8,176 +1,180	+17%	+$68K	0.2%	115
2022 Q4	$375K	Buy	+6,996	New	+$385K	0.16%	127
2022 Q1	–	Sell	-2,860	Closed	-$218K	–	144
2021 Q4	$218K	Buy	+2,860	New	+$212K	0.08%	170

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

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

Aries Wealth Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 4,820 shares worth $598K. The position accounts for 0.12% of the portfolio, ranked #131.

Aries Wealth Management first reported a position in IWF in Q4 2021 and has held it in 16 quarters since. The position peaked at $711K in Q4 2024. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Aries Wealth Management held 4,820 shares of iShares Russell 1000 Growth ETF worth $598K as of Q2 2026.
Aries Wealth Management left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.12% of Aries Wealth Management's portfolio in Q2 2026, its #131 holding.
Aries Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 16 quarters since.
Aries Wealth Management's iShares Russell 1000 Growth ETF position peaked at $711K in Q4 2024.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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