Asset Allocation Strategies’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Asset Allocation Strategies’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	$607K	Sell	4,888 -796	-14%	-$96K	0.09%	107
2026 Q1	$606K	Sell	5,684 -884	-13%	-$100K	0.11%	103
2025 Q4	$777K	Sell	6,568 -628	-9%	-$74.4K	0.14%	86
2025 Q3	$843K	Sell	7,196 -284	-4%	-$31.6K	0.17%	88
2025 Q2	$794K	Sell	7,480 -6,472	-46%	-$619K	0.18%	86
2025 Q1	$1.26M	Sell	13,952 -3,188	-19%	-$315K	0.31%	73
2024 Q4	$1.76M	Buy	17,140 +2,260	+15%	+$222K	0.42%	56
2024 Q3	$1.4M	Sell	14,880 -500	-3%	-$45.3K	0.4%	55
2024 Q2	$1.4M	Buy	15,380 +604	+4%	+$51.6K	0.47%	40
2024 Q1	$1.25M	Buy	14,776 +416	+3%	+$33.5K	0.44%	38
2023 Q4	$1.09M	Buy	14,360 +824	+6%	+$58.3K	0.43%	40
2023 Q3	$900K	Buy	13,536 +632	+5%	+$43.6K	0.42%	39
2023 Q2	$888K	Buy	+12,904	New	+$821K	0.42%	40
2023 Q1	–	Sell	-11,392	Closed	-$611K	–	41
2022 Q4	$611K	Buy	+11,392	New	+$627K	0.41%	38

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 Allocation Strategies's IWF Position: Q2 2026 in Review

Asset Allocation Strategies reduced its iShares Russell 1000 Growth ETF (IWF) stake by 14% in Q2 2026, selling an estimated $96K and leaving 4,888 shares worth $607K. The position accounts for 0.09% of the portfolio, ranked #107.

Asset Allocation Strategies first reported a position in IWF in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.76M in Q4 2024. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Asset Allocation Strategies held 4,888 shares of iShares Russell 1000 Growth ETF worth $607K as of Q2 2026.
Asset Allocation Strategies sold 796 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $96K.
iShares Russell 1000 Growth ETF made up 0.09% of Asset Allocation Strategies's portfolio in Q2 2026, its #107 holding.
Asset Allocation Strategies first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 14 quarters since.
Asset Allocation Strategies's iShares Russell 1000 Growth ETF position peaked at $1.76M in Q4 2024.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Asset Allocation Strategies's 13F filing for Q2 2026, filed 17 Aug 2026.