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

BAM 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 		$454K Buy
3,653
+1,449
+66% +$175K 0.28% 96
2026
Q1 		$235K Hold
2,204
– – 0.18% 137
2025
Q4 		$261K Sell
2,204
-80
-4% -$9.48K 0.19% 124
2025
Q3 		$267K Buy
+2,284
New +$254K 0.21% 118

Other funds holding IWF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
7WCP
71 West Capital Partners Boston, Massachusetts $2.89B AUM
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

BAM Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 66% in Q2 2026, buying an estimated $175K and bringing the position to 3,653 shares worth $454K. The position accounts for 0.28% of the portfolio, ranked #96.

BAM Wealth Management first reported a position in IWF in Q3 2025 and has held it in 4 quarters since. 1,637 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • BAM Wealth Management held 3,653 shares of iShares Russell 1000 Growth ETF worth $454K as of Q2 2026.
  • BAM Wealth Management bought 1,449 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $175K.
  • iShares Russell 1000 Growth ETF made up 0.28% of BAM Wealth Management's portfolio in Q2 2026, its #96 holding.
  • BAM Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,637 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.