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

Avondale 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	$248K	Sell	2,000 -140	-7%	-$16.9K	0.1%	64
2026 Q1	$228K	Hold	2,140	–	–	0.11%	65
2025 Q4	$253K	Sell	2,140 -28	-1%	-$3.32K	0.13%	54
2025 Q3	$254K	Sell	2,168 -732	-25%	-$81.5K	0.14%	53
2025 Q2	$308K	Hold	2,900	–	–	0.17%	50
2025 Q1	$262K	Hold	2,900	–	–	0.16%	47
2024 Q4	$291K	Hold	2,900	–	–	0.19%	43
2024 Q3	$272K	Hold	2,900	–	–	0.18%	42
2024 Q2	$264K	Hold	2,900	–	–	0.18%	45
2024 Q1	$244K	Hold	2,900	–	–	0.17%	44
2023 Q4	$220K	Hold	2,900	–	–	0.18%	43
2023 Q3	$193K	Hold	2,900	–	–	0.17%	46
2023 Q2	$200K	Hold	2,900	–	–	0.17%	46
2023 Q1	$177K	Hold	2,900	–	–	0.15%	46
2022 Q4	$155K	Hold	2,900	–	–	0.13%	40
2022 Q3	$153K	Hold	2,900	–	–	0.17%	40
2022 Q2	$159K	Hold	2,900	–	–	0.18%	39
2022 Q1	$201K	Sell	2,900 -2,836	-49%	-$194K	0.24%	41
2021 Q4	$438K	Sell	5,736 -2,600	-31%	-$193K	0.44%	26
2021 Q3	$571K	Hold	8,336	–	–	0.56%	26
2021 Q2	$566K	Hold	8,336	–	–	0.53%	27
2021 Q1	$506K	Hold	8,336	–	–	0.5%	25
2020 Q4	$503K	Hold	8,336	–	–	0.58%	19
2020 Q3	$452K	Sell	8,336 -536	-6%	-$28.2K	0.68%	15
2020 Q2	$426K	Hold	8,872	–	–	0.61%	15
2020 Q1	$334K	Hold	8,872	–	–	0.53%	17
2019 Q4	$390K	Hold	8,872	–	–	0.57%	15
2019 Q3	$354K	Hold	8,872	–	–	0.58%	15
2019 Q2	$349K	Hold	8,872	–	–	0.26%	16
2019 Q1	$336K	Hold	8,872	–	–	0.26%	16
2018 Q4	$290K	Hold	8,872	–	–	0.24%	17
2018 Q3	$346K	Hold	8,872	–	–	0.33%	11
2018 Q2	$319K	Hold	8,872	–	–	0.26%	14
2018 Q1	$301K	Hold	8,872	–	–	0.25%	15
2017 Q4	$299K	Buy	+8,872	New	+$291K	0.26%	16

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

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

Avondale Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 6.5% in Q2 2026, selling an estimated $16.9K and leaving 2,000 shares worth $248K. The position accounts for 0.1% of the portfolio, ranked #64.

Avondale Wealth Management first reported a position in IWF in Q4 2017 and has held it in 35 quarters since. The position peaked at $571K in Q3 2021. 2,504 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Avondale Wealth Management held 2,000 shares of iShares Russell 1000 Growth ETF worth $248K as of Q2 2026.
Avondale Wealth Management sold 140 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $16.9K.
iShares Russell 1000 Growth ETF made up 0.1% of Avondale Wealth Management's portfolio in Q2 2026, its #64 holding.
Avondale Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and has held it in 35 quarters since.
Avondale Wealth Management's iShares Russell 1000 Growth ETF position peaked at $571K in Q3 2021.
2,504 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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