Badgley Phelps Wealth Managers’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Badgley Phelps Wealth Managers’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	$62.9M	Buy	506,793 +36,305	+8%	+$4.38M	1.1%	26
2026 Q1	$50.2M	Sell	470,488 -8,248	-2%	-$936K	1%	24
2025 Q4	$56.6M	Buy	478,736 +34,528	+8%	+$4.09M	1.04%	25
2025 Q3	$52M	Sell	444,208 -8,888	-2%	-$990K	1.09%	24
2025 Q2	$48.1M	Buy	453,096 +22,184	+5%	+$2.12M	1.07%	24
2025 Q1	$38.9M	Sell	430,912 -9,212	-2%	-$909K	0.94%	29
2024 Q4	$44.2M	Buy	440,124 +25,628	+6%	+$2.52M	1.03%	25
2024 Q3	$38.9M	Buy	414,496 +2,176	+0.5%	+$197K	0.9%	29
2024 Q2	$37.6M	Sell	412,320 -1,468	-0.4%	-$125K	0.93%	29
2024 Q1	$34.9M	Sell	413,788 -72,312	-15%	-$5.83M	0.87%	31
2023 Q4	$36.8M	Buy	486,100 +97,088	+25%	+$6.87M	1%	29
2023 Q3	$25.9M	Sell	389,012 -5,996	-2%	-$414K	0.88%	34
2023 Q2	$27.2M	Buy	395,008 +1,628	+0.4%	+$104K	0.9%	33
2023 Q1	$24M	Sell	393,380 -16,152	-4%	-$931K	0.88%	34
2022 Q4	$21.9M	Buy	409,532 +55,208	+16%	+$3.04M	0.88%	37
2022 Q3	$18.6M	Buy	354,324 +11,488	+3%	+$676K	0.8%	37
2022 Q2	$18.7M	Sell	342,836 -5,036	-1%	-$302K	0.77%	42
2022 Q1	$24.1M	Sell	347,872 -4,392	-1%	-$300K	0.84%	39
2021 Q4	$26.9M	Buy	352,264 +92	+0%	+$6.82K	0.87%	35
2021 Q3	$24.1M	Buy	+352,172	New	+$24.9M	0.88%	37

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

Badgley Phelps Wealth Managers's IWF Position: Q2 2026 in Review

Badgley Phelps Wealth Managers increased its iShares Russell 1000 Growth ETF (IWF) stake by 7.7% in Q2 2026, buying an estimated $4.38M and bringing the position to 506,793 shares worth $62.9M. The position accounts for 1.1% of the portfolio, ranked #26.

Badgley Phelps Wealth Managers first reported a position in IWF in Q3 2021 and has held it in 20 quarters since. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Badgley Phelps Wealth Managers held 506,793 shares of iShares Russell 1000 Growth ETF worth $62.9M as of Q2 2026.
Badgley Phelps Wealth Managers bought 36,305 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $4.38M.
iShares Russell 1000 Growth ETF made up 1.1% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #26 holding.
Badgley Phelps Wealth Managers first reported a position in iShares Russell 1000 Growth ETF in Q3 2021 and has held it in 20 quarters since.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.