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

Beacon Financial Group’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	$2.05M	Sell	16,518 -1,190	-7%	-$143K	0.19%	120
2026 Q1	$1.89M	Buy	17,708 +48	+0.3%	+$5.45K	0.19%	122
2025 Q4	$2.09M	Hold	17,660	–	–	0.21%	113
2025 Q3	$2.07M	Sell	17,660 -120	-0.7%	-$13.4K	0.2%	113
2025 Q2	$1.89M	Sell	17,780 -88	-0.5%	-$8.41K	0.2%	117
2025 Q1	$1.61M	Sell	17,868 -2,908	-14%	-$287K	0.18%	126
2024 Q4	$2.09M	Sell	20,776 -584	-3%	-$57.4K	0.22%	102
2024 Q3	$2M	Hold	21,360	–	–	0.22%	110
2024 Q2	$1.95M	Sell	21,360 -312	-1%	-$26.6K	0.22%	111
2024 Q1	$1.83M	Buy	21,672 +16	+0.1%	+$1.29K	0.21%	113
2023 Q4	$1.64M	Buy	21,656 +5,228	+32%	+$370K	0.2%	115
2023 Q3	$1.16M	Sell	16,428 -22,680	-58%	-$1.57M	0.16%	125
2023 Q2	$2.65M	Sell	39,108 -52	-0.1%	-$3.31K	0.36%	78
2023 Q1	$2.38M	Sell	39,160 -2,024	-5%	-$117K	0.33%	79
2022 Q4	$2.21M	Sell	41,184 -140	-0.3%	-$7.7K	0.3%	86
2022 Q3	$2.21M	Sell	41,324 -10,072	-20%	-$592K	0.34%	79
2022 Q2	$3.61M	Hold	51,396	–	–	0.54%	61
2022 Q1	$3.61M	Sell	51,396 -388	-0.7%	-$26.5K	0.48%	66
2021 Q4	$3.98M	Sell	51,784 -580	-1%	-$43K	0.52%	61
2021 Q3	$3.62M	Buy	52,364 +272	+0.5%	+$19.2K	0.49%	66
2021 Q2	$3.6M	Buy	52,092 +7,460	+17%	+$481K	0.51%	65
2021 Q1	$2.69M	Hold	44,632	–	–	0.42%	70
2020 Q4	$2.69M	Sell	44,632 -1,428	-3%	-$81.3K	0.42%	71
2020 Q3	$2.5M	Sell	46,060 -7,212	-14%	-$380K	0.45%	65
2020 Q2	$2.04M	Hold	53,272	–	–	0.39%	75
2020 Q1	$2.04M	Buy	53,272 +7,436	+16%	+$320K	0.45%	65
2019 Q4	$2.02M	Buy	45,836 +12,748	+39%	+$532K	0.25%	84
2019 Q3	$1.31M	Buy	33,088 +968	+3%	+$38.8K	0.22%	101
2019 Q2	$1.26M	Buy	32,120 +200	+0.6%	+$7.74K	0.22%	103
2019 Q1	$1.21M	Sell	31,920 -204	-0.6%	-$7.33K	0.2%	104
2018 Q4	$1.04M	Buy	32,124 +10,080	+46%	+$355K	0.2%	103
2018 Q3	$860K	Buy	22,044 +360	+2%	+$13.6K	0.15%	106
2018 Q2	$780K	Buy	21,684 +3,648	+20%	+$129K	0.13%	117
2018 Q1	$614K	Buy	18,036 +1,184	+7%	+$41.5K	0.1%	131
2017 Q4	$567K	Buy	16,852 +724	+4%	+$23.7K	0.1%	128
2017 Q3	$504K	Buy	16,128 +676	+4%	+$20.7K	0.09%	131
2017 Q2	$459K	Buy	15,452 +2,152	+16%	+$63.2K	0.09%	133
2017 Q1	$378K	Buy	13,300 +3,516	+36%	+$97.5K	0.07%	143
2016 Q4	$256K	Buy	9,784 +92	+0.9%	+$2.39K	0.05%	175
2016 Q3	$251K	Buy	+9,692	New	+$252K	0.05%	176
2014 Q1	–	Sell	-11,012	Closed	-$236K	–	176
2013 Q4	$236K	Sell	11,012 -10,624	-49%	-$218K	0.05%	172
2013 Q3	$425K	Buy	+21,636	New	+$414K	0.09%	132

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

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

Beacon Financial Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 6.7% in Q2 2026, selling an estimated $143K and leaving 16,518 shares worth $2.05M. The position accounts for 0.19% of the portfolio, ranked #120.

Beacon Financial Group first reported a position in IWF in Q3 2013 and has held it in 42 quarters since. The position peaked at $3.98M in Q4 2021. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Beacon Financial Group held 16,518 shares of iShares Russell 1000 Growth ETF worth $2.05M as of Q2 2026.
Beacon Financial Group sold 1,190 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $143K.
iShares Russell 1000 Growth ETF made up 0.19% of Beacon Financial Group's portfolio in Q2 2026, its #120 holding.
Beacon Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q3 2013 and has held it in 42 quarters since.
Beacon Financial Group's iShares Russell 1000 Growth ETF position peaked at $3.98M in Q4 2021.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.