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

BCGM 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	$14.9M	Buy	120,216 +7,096	+6%	+$855K	3.16%	6
2026 Q1	$12.1M	Buy	113,120 +3,228	+3%	+$366K	3.03%	6
2025 Q4	$13M	Sell	109,892 -1,544	-1%	-$183K	3.32%	6
2025 Q3	$13M	Sell	111,436 -3,384	-3%	-$377K	3.4%	6
2025 Q2	$12.2M	Sell	114,820 -2,996	-3%	-$286K	3.44%	5
2025 Q1	$10.6M	Buy	117,816 +6,900	+6%	+$681K	3.27%	4
2024 Q4	$11.1M	Sell	110,916 -984	-0.9%	-$96.8K	3.53%	5
2024 Q3	$10.5M	Sell	111,900 -1,768	-2%	-$160K	3.41%	6
2024 Q2	$10.4M	Buy	113,668 +41,160	+57%	+$3.51M	3.59%	5
2024 Q1	$6.11M	Buy	72,508 +67,512	+1,351%	+$5.44M	2.19%	9
2023 Q4	$379K	Buy	+4,996	New	+$353K	0.15%	94

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

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

BCGM Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 6.3% in Q2 2026, buying an estimated $855K and bringing the position to 120,216 shares worth $14.9M. The position accounts for 3.16% of the portfolio, ranked #6.

BCGM Wealth Management first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. 2,491 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

BCGM Wealth Management held 120,216 shares of iShares Russell 1000 Growth ETF worth $14.9M as of Q2 2026.
BCGM Wealth Management bought 7,096 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $855K.
iShares Russell 1000 Growth ETF made up 3.16% of BCGM Wealth Management's portfolio in Q2 2026, its #6 holding.
BCGM Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,491 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.