Benchmark Financial Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Benchmark Financial Wealth 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	$1.61M	Sell	13,004 -320	-2%	-$38.6K	0.4%	38
2026 Q1	$1.42M	Sell	13,324 -288	-2%	-$32.7K	0.39%	39
2025 Q4	$1.61M	Sell	13,612 -1,116	-8%	-$132K	0.46%	35
2025 Q3	$1.72M	Sell	14,728 -24	-0.2%	-$2.67K	0.52%	33
2025 Q2	$1.57M	Sell	14,752 -572	-4%	-$54.7K	0.52%	31
2025 Q1	$1.38M	Sell	15,324 -1,604	-9%	-$158K	0.52%	28
2024 Q4	$1.7M	Buy	16,928 +140	+0.8%	+$13.8K	0.54%	26
2024 Q3	$1.58M	Buy	16,788 +1,856	+12%	+$168K	0.53%	26
2024 Q2	$1.36M	Buy	14,932 +220	+1%	+$18.8K	0.5%	28
2024 Q1	$1.24M	Buy	14,712 +152	+1%	+$12.2K	0.47%	27
2023 Q4	$1.1M	Sell	14,560 -264	-2%	-$18.7K	0.48%	28
2023 Q3	$986K	Buy	14,824 +2,872	+24%	+$198K	0.46%	26
2023 Q2	$822K	Buy	11,952 +2,084	+21%	+$133K	0.38%	30
2023 Q1	$603K	Sell	9,868 -5,428	-35%	-$313K	0.31%	31
2022 Q4	$819K	Sell	15,296 -2,644	-15%	-$145K	0.45%	27
2022 Q3	$944K	Buy	17,940 +9,048	+102%	+$532K	0.56%	27
2022 Q2	$486K	Sell	8,892 -648	-7%	-$38.9K	0.25%	35
2022 Q1	$662K	Buy	9,540 +12	+0.1%	+$819	0.28%	34
2021 Q4	$728K	Sell	9,528 -96	-1%	-$7.12K	0.3%	33
2021 Q3	$659K	Buy	9,624 +8	+0.1%	+$566	0.31%	33
2021 Q2	$653K	Buy	9,616 +1,628	+20%	+$105K	0.31%	35
2021 Q1	$485K	Buy	7,988 +4	+0.1%	+$243	0.26%	38
2020 Q4	$481K	Buy	+7,984	New	+$454K	0.26%	37

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

Benchmark Financial Wealth Advisors's IWF Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.4% in Q2 2026, selling an estimated $38.6K and leaving 13,004 shares worth $1.61M. The position accounts for 0.4% of the portfolio, ranked #38.

Benchmark Financial Wealth Advisors first reported a position in IWF in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.72M in Q3 2025. 2,502 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Benchmark Financial Wealth Advisors held 13,004 shares of iShares Russell 1000 Growth ETF worth $1.61M as of Q2 2026.
Benchmark Financial Wealth Advisors sold 320 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $38.6K.
iShares Russell 1000 Growth ETF made up 0.4% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #38 holding.
Benchmark Financial Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 23 quarters since.
Benchmark Financial Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $1.72M in Q3 2025.
2,502 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.