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

Basepoint Wealth’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	$25.5K	Buy	205 +1	+0.5%	+$121	0.01%	294
2026 Q1	$21.9K	Hold	204	–	–	0.01%	322
2025 Q4	$24.3K	Buy	+204	New	+$24.2K	0.01%	296
2024 Q4	–	Sell	-2,924	Closed	-$275K	–	110
2024 Q3	$275K	Buy	2,924 +36	+1%	+$3.26K	0.2%	89
2024 Q2	$263K	Buy	2,888 +4	+0.1%	+$342	0.21%	88
2024 Q1	$243K	Buy	+2,884	New	+$232K	0.18%	101

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

Basepoint Wealth's IWF Position: Q2 2026 in Review

Basepoint Wealth increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.49% in Q2 2026, buying an estimated $121 and bringing the position to 205 shares worth $25.5K. The position accounts for 0.01% of the portfolio, ranked #294.

Basepoint Wealth first reported a position in IWF in Q1 2024 and has held it in 6 quarters since. The position peaked at $275K in Q3 2024. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Basepoint Wealth held 205 shares of iShares Russell 1000 Growth ETF worth $25.5K as of Q2 2026.
Basepoint Wealth bought 1 iShares Russell 1000 Growth ETF share in Q2 2026, an estimated $121.
iShares Russell 1000 Growth ETF made up 0.01% of Basepoint Wealth's portfolio in Q2 2026, its #294 holding.
Basepoint Wealth first reported a position in iShares Russell 1000 Growth ETF in Q1 2024 and has held it in 6 quarters since.
Basepoint Wealth's iShares Russell 1000 Growth ETF position peaked at $275K in Q3 2024.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.