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

Arista 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	$1.53M	Hold	12,304	–	–	0.16%	77
2026 Q1	$1.31M	Hold	12,304	–	–	0.16%	86
2025 Q4	$1.46M	Hold	12,304	–	–	0.18%	72
2025 Q3	$1.44M	Hold	12,304	–	–	0.18%	75
2025 Q2	$1.31M	Buy	12,304 +1,072	+10%	+$103K	0.18%	75
2025 Q1	$1.01M	Hold	11,232	–	–	0.25%	28
2024 Q4	$1.13M	Sell	11,232 -2,424	-18%	-$238K	0.27%	26
2024 Q3	$1.28M	Hold	13,656	–	–	0.31%	26
2024 Q2	$1.24M	Buy	+13,656	New	+$1.17M	0.33%	26
2024 Q1	–	Sell	-21,380	Closed	-$1.62M	–	44
2023 Q4	$1.62M	Hold	21,380	–	–	0.59%	19
2023 Q3	$1.42M	Buy	21,380 +1,492	+8%	+$103K	0.56%	21
2023 Q2	$1.37M	Hold	19,888	–	–	0.57%	20
2023 Q1	$1.21M	Sell	19,888 -9,792	-33%	-$564K	0.66%	24
2022 Q4	$1.59M	Buy	+29,680	New	+$1.63M	1%	19

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

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

Arista Wealth Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 12,304 shares worth $1.53M. The position accounts for 0.16% of the portfolio, ranked #77.

Arista Wealth Management first reported a position in IWF in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.62M in Q4 2023. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Arista Wealth Management held 12,304 shares of iShares Russell 1000 Growth ETF worth $1.53M as of Q2 2026.
Arista Wealth Management left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.16% of Arista Wealth Management's portfolio in Q2 2026, its #77 holding.
Arista Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 14 quarters since.
Arista Wealth Management's iShares Russell 1000 Growth ETF position peaked at $1.62M in Q4 2023.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.