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

Austin Asset 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	$475K	Sell	3,827 -65	-2%	-$7.84K	0.07%	59
2026 Q1	$415K	Sell	3,892 -1,644	-30%	-$187K	0.07%	59
2025 Q4	$655K	Buy	5,536 +1,052	+23%	+$125K	0.11%	45
2025 Q3	$525K	Hold	4,484	–	–	0.1%	49
2025 Q2	$476K	Hold	4,484	–	–	0.09%	49
2025 Q1	$405K	Buy	4,484 +1,332	+42%	+$131K	0.08%	51
2024 Q4	$316K	Hold	3,152	–	–	0.06%	59
2024 Q3	$296K	Hold	3,152	–	–	0.06%	59
2024 Q2	$287K	Sell	3,152 -360	-10%	-$30.7K	0.06%	60
2024 Q1	$296K	Sell	3,512 -2,040	-37%	-$164K	0.06%	54
2023 Q4	$421K	Hold	5,552	–	–	0.11%	43
2023 Q3	$369K	Buy	5,552 +1,932	+53%	+$133K	0.11%	44
2023 Q2	$249K	Hold	3,620	–	–	0.07%	54
2023 Q1	$221K	Sell	3,620 -320	-8%	-$18.4K	0.07%	53
2022 Q4	$207K	Hold	3,940	–	–	0.07%	53
2022 Q3	$207K	Buy	+3,940	New	+$232K	0.07%	53
2022 Q1	–	Sell	-2,724	Closed	-$208K	–	59
2021 Q4	$208K	Buy	+2,724	New	+$202K	0.06%	55

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

Austin Asset Management's IWF Position: Q2 2026 in Review

Austin Asset Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.7% in Q2 2026, selling an estimated $7.84K and leaving 3,827 shares worth $475K. The position accounts for 0.07% of the portfolio, ranked #59.

Austin Asset Management first reported a position in IWF in Q4 2021 and has held it in 17 quarters since. The position peaked at $655K in Q4 2025. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Austin Asset Management held 3,827 shares of iShares Russell 1000 Growth ETF worth $475K as of Q2 2026.
Austin Asset Management sold 65 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $7.84K.
iShares Russell 1000 Growth ETF made up 0.07% of Austin Asset Management's portfolio in Q2 2026, its #59 holding.
Austin Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 17 quarters since.
Austin Asset Management's iShares Russell 1000 Growth ETF position peaked at $655K in Q4 2025.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Austin Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.