Aventura Private Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Aventura Private Wealth’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	$1.31M	Sell	10,548 -176	-2%	-$21.2K	0.4%	49
2026 Q1	$1.14M	Buy	10,724 +176	+2%	+$20K	0.42%	48
2025 Q4	$1.25M	Buy	10,548 +772	+8%	+$91.4K	0.45%	43
2025 Q3	$1.14M	Hold	9,776	–	–	0.42%	45
2025 Q2	$1.04M	Hold	9,776	–	–	0.45%	43
2025 Q1	$883K	Hold	9,776	–	–	0.46%	49
2024 Q4	$981K	Buy	+9,776	New	+$962K	0.53%	41

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

Aventura Private Wealth's IWF Position: Q2 2026 in Review

Aventura Private Wealth reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.6% in Q2 2026, selling an estimated $21.2K and leaving 10,548 shares worth $1.31M. The position accounts for 0.4% of the portfolio, ranked #49.

Aventura Private Wealth first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. 2,502 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Aventura Private Wealth held 10,548 shares of iShares Russell 1000 Growth ETF worth $1.31M as of Q2 2026.
Aventura Private Wealth sold 176 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $21.2K.
iShares Russell 1000 Growth ETF made up 0.4% of Aventura Private Wealth's portfolio in Q2 2026, its #49 holding.
Aventura Private Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,502 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.