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Beacon Financial Advisory’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Beacon Financial Advisory’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 		$2.03M Sell
16,362
-1,774
-10% -$214K 0.4% 56
2026
Q1 		$1.93M Buy
18,136
+220
+1% +$25K 0.44% 47
2025
Q4 		$2.12M Buy
17,916
+196
+1% +$23.2K 0.49% 39
2025
Q3 		$2.07M Buy
17,720
+60
+0.3% +$6.68K 0.48% 39
2025
Q2 		$1.87M Sell
17,660
-2,788
-14% -$267K 0.48% 42
2025
Q1 		$1.85M Buy
20,448
+1,928
+10% +$190K 0.56% 34
2024
Q4 		$1.86M Buy
18,520
+1,712
+10% +$168K 0.6% 29
2024
Q3 		$1.58M Buy
16,808
+1,756
+12% +$159K 0.54% 42
2024
Q2 		$1.37M Buy
15,052
+1,008
+7% +$86.1K 0.51% 40
2024
Q1 		$1.18M Buy
14,044
+964
+7% +$77.7K 0.58% 36
2023
Q4 		$991K Buy
13,080
+1,264
+11% +$89.4K 0.48% 60
2023
Q3 		$786K Buy
11,816
+1,628
+16% +$112K 0.43% 70
2023
Q2 		$701K Buy
10,188
+24
+0.2% +$1.53K 0.4% 79
2023
Q1 		$621K Buy
10,164
+880
+9% +$50.7K 0.39% 82
2022
Q4 		$497K Buy
9,284
+856
+10% +$47.1K 0.36% 95
2022
Q3 		$443K Buy
8,428
+1,356
+19% +$79.7K 0.32% 103
2022
Q2 		$387K Buy
7,072
+212
+3% +$12.7K 0.22% 137
2022
Q1 		$476K Buy
6,860
+4
+0.1% +$273 0.23% 132
2021
Q4 		$524K Buy
6,856
+132
+2% +$9.79K 0.24% 128
2021
Q3 		$461K Buy
6,724
+364
+6% +$25.8K 0.24% 129
2021
Q2 		$432K Buy
6,360
+760
+14% +$49K 0.23% 138
2021
Q1 		$340K Sell
5,600
-1,148
-17% -$69.9K 0.19% 143
2020
Q4 		$406K Sell
6,748
-2,348
-26% -$134K 0.26% 117
2020
Q3 		$493K Sell
9,096
-5,496
-38% -$290K 0.43% 72
2020
Q2 		$700K Buy
14,592
+4
+0% +$176 0.76% 37
2020
Q1 		$549K Buy
14,588
+656
+5% +$28.3K 0.7% 43
2019
Q4 		$612K Buy
+13,932
New +$582K 0.52% 56

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Beacon Financial Advisory's IWF Position: Q2 2026 in Review

Beacon Financial Advisory reduced its iShares Russell 1000 Growth ETF (IWF) stake by 9.8% in Q2 2026, selling an estimated $214K and leaving 16,362 shares worth $2.03M. The position accounts for 0.4% of the portfolio, ranked #56.

Beacon Financial Advisory first reported a position in IWF in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.12M in Q4 2025. 2,514 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Beacon Financial Advisory held 16,362 shares of iShares Russell 1000 Growth ETF worth $2.03M as of Q2 2026.
  • Beacon Financial Advisory sold 1,774 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $214K.
  • iShares Russell 1000 Growth ETF made up 0.4% of Beacon Financial Advisory's portfolio in Q2 2026, its #56 holding.
  • Beacon Financial Advisory first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • Beacon Financial Advisory's iShares Russell 1000 Growth ETF position peaked at $2.12M in Q4 2025.
  • 2,514 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.