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

Beaird Harris 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 		$1.6M Sell
12,915
-737
-5% -$88.8K 0.1% 62
2026
Q1 		$1.46M Sell
13,652
-3,136
-19% -$356K 0.1% 65
2025
Q4 		$1.99M Buy
16,788
+9,828
+141% +$1.16M 0.14% 56
2025
Q3 		$815K Buy
6,960
+60
+0.9% +$6.68K 0.06% 75
2025
Q2 		$732K Sell
6,900
-344
-5% -$32.9K 0.06% 74
2025
Q1 		$654K Sell
7,244
-308
-4% -$30.4K 0.06% 71
2024
Q4 		$758K Sell
7,552
-528
-7% -$51.9K 0.07% 70
2024
Q3 		$758K Sell
8,080
-224
-3% -$20.3K 0.07% 71
2024
Q2 		$757K Buy
8,304
+184
+2% +$15.7K 0.07% 65
2024
Q1 		$684K Sell
8,120
-496
-6% -$40K 0.07% 59
2023
Q4 		$653K Sell
8,616
-996
-10% -$70.4K 0.07% 55
2023
Q3 		$639K Hold
9,612
– – 0.08% 52
2023
Q2 		$661K Sell
9,612
-2,648
-22% -$168K 0.08% 50
2023
Q1 		$749K Sell
12,260
-4,096
-25% -$236K 0.13% 45
2022
Q4 		$876K Buy
16,356
+332
+2% +$18.3K 0.16% 41
2022
Q3 		$843K Buy
16,024
+216
+1% +$12.7K 0.18% 42
2022
Q2 		$864K Sell
15,808
-208
-1% -$12.5K 0.24% 37
2022
Q1 		$1.11M Sell
16,016
-388
-2% -$26.5K 0.4% 29
2021
Q4 		$1.25M Buy
+16,404
New +$1.22M 0.46% 33

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

Beaird Harris Wealth Management's IWF Position: Q2 2026 in Review

Beaird Harris Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 5.4% in Q2 2026, selling an estimated $88.8K and leaving 12,915 shares worth $1.6M. The position accounts for 0.1% of the portfolio, ranked #62.

Beaird Harris Wealth Management first reported a position in IWF in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.99M in Q4 2025. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Beaird Harris Wealth Management held 12,915 shares of iShares Russell 1000 Growth ETF worth $1.6M as of Q2 2026.
  • Beaird Harris Wealth Management sold 737 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $88.8K.
  • iShares Russell 1000 Growth ETF made up 0.1% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #62 holding.
  • Beaird Harris Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Beaird Harris Wealth Management's iShares Russell 1000 Growth ETF position peaked at $1.99M in Q4 2025.
  • 2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.