Bay Colony Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Bay Colony 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	$1.53M	Buy	12,284 +28	+0.2%	+$3.38K	0.17%	118
2026 Q1	$1.31M	Sell	12,256 -72	-0.6%	-$8.17K	0.16%	127
2025 Q4	$1.46M	Buy	12,328 +8	+0.1%	+$948	0.17%	113
2025 Q3	$1.44M	Buy	12,320 +28	+0.2%	+$3.12K	0.17%	122
2025 Q2	$1.3M	Sell	12,292 -284	-2%	-$27.2K	0.18%	111
2025 Q1	$1.13M	Sell	12,576 -632	-5%	-$62.4K	0.17%	128
2024 Q4	$1.33M	Buy	13,208 +12	+0.1%	+$1.18K	0.2%	109
2024 Q3	$1.24M	Buy	13,196 +192	+1%	+$17.4K	0.19%	125
2024 Q2	$1.18M	Buy	13,004 +152	+1%	+$13K	0.2%	110
2024 Q1	$1.08M	Sell	12,852 -3,008	-19%	-$242K	0.19%	120
2023 Q4	$1.2M	Buy	+15,860	New	+$1.12M	0.24%	94
2018 Q3	–	Sell	-1,736	Closed	-$62K	–	553
2018 Q2	$62K	Buy	+1,736	New	+$61.3K	0.04%	332

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

Bay Colony Advisors's IWF Position: Q2 2026 in Review

Bay Colony Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.23% in Q2 2026, buying an estimated $3.38K and bringing the position to 12,284 shares worth $1.53M. The position accounts for 0.17% of the portfolio, ranked #118.

Bay Colony Advisors first reported a position in IWF in Q2 2018 and has held it in 12 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Bay Colony Advisors held 12,284 shares of iShares Russell 1000 Growth ETF worth $1.53M as of Q2 2026.
Bay Colony Advisors bought 28 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $3.38K.
iShares Russell 1000 Growth ETF made up 0.17% of Bay Colony Advisors's portfolio in Q2 2026, its #118 holding.
Bay Colony Advisors first reported a position in iShares Russell 1000 Growth ETF in Q2 2018 and has held it in 12 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.