Asset Advisory Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Asset Advisory Group’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	$224K	Buy	+1,803	New	+$217K	0.1%	117
2026 Q1	–	Sell	-1,800	Closed	-$213K	–	119
2025 Q4	$213K	Buy	+1,800	New	+$213K	0.11%	115

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

Asset Advisory Group's IWF Position: Q2 2026 in Review

Asset Advisory Group opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q2 2026: 1,803 shares worth $224K. The stake represents 0.1% of the portfolio and ranks #117 among its holdings. This is a return to the name: Asset Advisory Group previously reported a position in IWF as recently as Q4 2025.

Asset Advisory Group first reported a position in IWF in Q4 2025 and has held it in 2 quarters since. 2,502 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Asset Advisory Group held 1,803 shares of iShares Russell 1000 Growth ETF worth $224K as of Q2 2026.
iShares Russell 1000 Growth ETF was a new Asset Advisory Group position in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.1% of Asset Advisory Group's portfolio in Q2 2026, its #117 holding.
Asset Advisory Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2025 and has held it in 2 quarters since.
2,502 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Asset Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.