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

Asset One 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	$523K	Sell	4,232 -52	-1%	-$6.27K	0.06%	222
2026 Q1	$505K	Buy	4,284 +76	+2%	+$8.63K	0.06%	216
2025 Q4	$492K	Buy	+4,208	New	+$498K	0.07%	180

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

Asset One Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.2% in Q2 2026, selling an estimated $6.27K and leaving 4,232 shares worth $523K. The position accounts for 0.06% of the portfolio, ranked #222.

Asset One Wealth Management first reported a position in IWF in Q4 2025 and has held it in 3 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Asset One Wealth Management held 4,232 shares of iShares Russell 1000 Growth ETF worth $523K as of Q2 2026.
Asset One Wealth Management sold 52 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $6.27K.
iShares Russell 1000 Growth ETF made up 0.06% of Asset One Wealth Management's portfolio in Q2 2026, its #222 holding.
Asset One Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2025 and has held it in 3 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Asset One Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.