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

Baker Tilly 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	$3.79M	Sell	30,562 -918	-3%	-$111K	0.81%	29
2026 Q1	$3.36M	Buy	31,480 +1,100	+4%	+$125K	0.82%	27
2025 Q4	$3.59M	Buy	30,380 +7,880	+35%	+$933K	0.89%	27
2025 Q3	$2.63M	Buy	22,500 +2,368	+12%	+$264K	0.6%	37
2025 Q2	$2.14M	Buy	20,132 +6,080	+43%	+$581K	0.76%	26
2025 Q1	$1.27M	Buy	14,052 +6,208	+79%	+$612K	0.5%	40
2024 Q4	$787K	Buy	7,844 +4,568	+139%	+$449K	0.31%	76
2024 Q3	$307K	Buy	3,276 +140	+4%	+$12.7K	0.14%	177
2024 Q2	$286K	Sell	3,136 -7,376	-70%	-$630K	0.12%	204
2024 Q1	$886K	Sell	10,512 -8,376	-44%	-$675K	0.16%	138
2023 Q4	$1.43M	Buy	18,888 +1,188	+7%	+$84K	0.24%	97
2023 Q3	$1.18M	Sell	17,700 -16,384	-48%	-$1.13M	0.19%	111
2023 Q2	$2.34M	Buy	34,084 +8	+0%	+$509	0.25%	88
2023 Q1	$2.08M	Buy	34,076 +14,448	+74%	+$832K	0.23%	96
2022 Q4	$1.05M	Buy	19,628 +1,572	+9%	+$86.5K	0.13%	177
2022 Q3	$950K	Buy	18,056 +8	+0%	+$470	0.13%	174
2022 Q2	$987K	Sell	18,048 -1,092	-6%	-$65.6K	0.13%	172
2022 Q1	$1.33M	Sell	19,140 -8,000	-29%	-$546K	0.15%	143
2021 Q4	$2.07M	Buy	27,140 +2,148	+9%	+$159K	0.22%	90
2021 Q3	$1.71M	Buy	24,992 +332	+1%	+$23.5K	0.23%	86
2021 Q2	$1.67M	Buy	24,660 +1,124	+5%	+$72.5K	0.27%	84
2021 Q1	$1.43M	Buy	23,536 +8	+0%	+$487	0.29%	82
2020 Q4	$1.42M	Buy	+23,528	New	+$1.34M	0.44%	52

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

Baker Tilly Wealth Management's IWF Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.9% in Q2 2026, selling an estimated $111K and leaving 30,562 shares worth $3.79M. The position accounts for 0.81% of the portfolio, ranked #29.

Baker Tilly Wealth Management first reported a position in IWF in Q4 2020 and has held it in 23 quarters since. 2,504 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Baker Tilly Wealth Management held 30,562 shares of iShares Russell 1000 Growth ETF worth $3.79M as of Q2 2026.
Baker Tilly Wealth Management sold 918 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $111K.
iShares Russell 1000 Growth ETF made up 0.81% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #29 holding.
Baker Tilly Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 23 quarters since.
2,504 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.