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

Avior 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 		$5.24M Sell
42,176
-2,536
-6% -$306K 0.14% 140
2026
Q1 		$4.77M Buy
44,712
+1,104
+3% +$125K 0.14% 142
2025
Q4 		$5.16M Sell
43,608
-5,132
-11% -$608K 0.16% 113
2025
Q3 		$5.71M Buy
48,740
+220
+0.5% +$24.5K 0.18% 102
2025
Q2 		$5.15M Buy
48,520
+628
+1% +$60K 0.18% 99
2025
Q1 		$4.32M Sell
47,892
-1,064
-2% -$105K 0.16% 105
2024
Q4 		$4.92M Buy
48,956
+2,028
+4% +$199K 0.18% 97
2024
Q3 		$4.4M Buy
46,928
+2,640
+6% +$239K 0.18% 98
2024
Q2 		$4.04M Buy
44,288
+28,156
+175% +$2.4M 0.17% 104
2024
Q1 		$1.36M Buy
16,132
+2,296
+17% +$185K 0.06% 225
2023
Q4 		$1.05M Buy
13,836
+5,384
+64% +$381K 0.06% 201
2023
Q3 		$562K Hold
8,452
– – 0.04% 296
2023
Q2 		$582K Buy
8,452
+6,180
+272% +$393K 0.04% 300
2023
Q1 		$139K Buy
2,272
+8
+0.4% +$461 0.01% 583
2022
Q4 		$121K Buy
2,264
+1,044
+86% +$57.4K 0.01% 516
2022
Q3 		$64K Buy
1,220
+88
+8% +$5.17K 0.01% 574
2022
Q2 		$62K Sell
1,132
-2,196
-66% -$132K 0.01% 537
2022
Q1 		$231K Buy
3,328
+1,000
+43% +$68.3K 0.02% 415
2021
Q4 		$177K Sell
2,328
-2,784
-54% -$206K 0.01% 443
2021
Q3 		$350K Buy
+5,112
New +$362K 0.03% 363
2018
Q4 		– Sell
-596
Closed -$23K – 733
2018
Q3 		$23K Sell
596
-412
-41% -$15.6K ﹤0.01% 530
2018
Q2 		$36K Hold
1,008
– – 0.01% 500
2018
Q1 		$34K Buy
1,008
+412
+69% +$14.4K 0.01% 510
2017
Q4 		$20K Buy
+596
New +$19.5K ﹤0.01% 543

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Avior Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 5.7% in Q2 2026, selling an estimated $306K and leaving 42,176 shares worth $5.24M. The position accounts for 0.14% of the portfolio, ranked #140.

Avior Wealth Management first reported a position in IWF in Q4 2017 and has held it in 24 quarters since. The position peaked at $5.71M in Q3 2025. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Avior Wealth Management held 42,176 shares of iShares Russell 1000 Growth ETF worth $5.24M as of Q2 2026.
  • Avior Wealth Management sold 2,536 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $306K.
  • iShares Russell 1000 Growth ETF made up 0.14% of Avior Wealth Management's portfolio in Q2 2026, its #140 holding.
  • Avior Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and has held it in 24 quarters since.
  • Avior Wealth Management's iShares Russell 1000 Growth ETF position peaked at $5.71M in Q3 2025.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.