Baltimore-Washington Financial Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Baltimore-Washington Financial Advisors’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	$1.58M	Sell	12,730 -198	-2%	-$23.9K	0.06%	85
2026 Q1	$1.38M	Buy	12,928 +296	+2%	+$33.6K	0.06%	81
2025 Q4	$1.49M	Buy	12,632 +168	+1%	+$19.9K	0.06%	82
2025 Q3	$1.46M	Sell	12,464 -80	-0.6%	-$8.91K	0.06%	86
2025 Q2	$1.33M	Sell	12,544 -56	-0.4%	-$5.36K	0.06%	87
2025 Q1	$1.14M	Sell	12,600 -180	-1%	-$17.8K	0.06%	86
2024 Q4	$1.28M	Buy	12,780 +260	+2%	+$25.6K	0.07%	86
2024 Q3	$1.18M	Buy	12,520 +48	+0.4%	+$4.35K	0.06%	90
2024 Q2	$1.14M	Sell	12,472 -1,056	-8%	-$90.2K	0.07%	91
2024 Q1	$1.14M	Buy	13,528 +1,196	+10%	+$96.4K	0.07%	89
2023 Q4	$935K	Buy	12,332 +260	+2%	+$18.4K	0.06%	96
2023 Q3	$803K	Buy	12,072 +116	+1%	+$8.01K	0.07%	102
2023 Q2	$823K	Hold	11,956	–	–	0.07%	103
2023 Q1	$730K	Hold	11,956	–	–	0.06%	105
2022 Q4	$640K	Sell	11,956 -916	-7%	-$50.4K	0.06%	101
2022 Q3	$677K	Buy	12,872 +5,440	+73%	+$320K	0.06%	102
2022 Q2	$406K	Buy	7,432 +1,272	+21%	+$76.4K	0.04%	96
2022 Q1	$374K	Hold	6,160	–	–	0.04%	114
2021 Q4	$470K	Hold	6,160	–	–	0.04%	96
2021 Q3	$422K	Hold	6,160	–	–	0.04%	99
2021 Q2	$418K	Hold	6,160	–	–	0.04%	98
2021 Q1	$374K	Buy	6,160 +1,300	+27%	+$79.1K	0.04%	98
2020 Q4	$292K	Hold	4,860	–	–	0.03%	105
2020 Q3	$263K	Buy	+4,860	New	+$256K	0.03%	100
2015 Q4	–	Sell	-460	Closed	-$10K	–	176
2015 Q3	$10K	Sell	460 -236	-34%	-$5.81K	﹤0.01%	193
2015 Q2	$17K	Hold	696	–	–	0.01%	164
2015 Q1	$17K	Sell	696 -76	-10%	-$1.86K	﹤0.01%	187
2014 Q4	$18K	Buy	772 +460	+147%	+$10.8K	0.01%	178
2014 Q3	$7K	Buy	+312	New	+$7.15K	﹤0.01%	236

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 22.9% 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

Baltimore-Washington Financial Advisors's IWF Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.5% in Q2 2026, selling an estimated $23.9K and leaving 12,730 shares worth $1.58M. The position accounts for 0.06% of the portfolio, ranked #85.

Baltimore-Washington Financial Advisors first reported a position in IWF in Q3 2014 and has held it in 29 quarters since. 2,517 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Baltimore-Washington Financial Advisors held 12,730 shares of iShares Russell 1000 Growth ETF worth $1.58M as of Q2 2026.
Baltimore-Washington Financial Advisors sold 198 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $23.9K.
iShares Russell 1000 Growth ETF made up 0.06% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #85 holding.
Baltimore-Washington Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q3 2014 and has held it in 29 quarters since.
2,517 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.