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Beverly Hills Private Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Beverly Hills Private Wealth’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 		$703K Sell
5,664
-388
-6% -$46.8K 0.13% 134
2026
Q1 		$645K Hold
6,052
– – 0.11% 161
2025
Q4 		$716K Sell
6,052
-28
-0.5% -$3.32K 0.12% 143
2025
Q3 		$712K Sell
6,080
-160
-3% -$17.8K 0.13% 148
2025
Q2 		$662K Hold
6,240
– – 0.12% 149
2025
Q1 		$563K Hold
6,240
– – 0.11% 157
2024
Q4 		$626K Sell
6,240
-68
-1% -$6.69K 0.13% 148
2024
Q3 		$592K Sell
6,308
-28
-0.4% -$2.54K 0.12% 163
2024
Q2 		$578K Sell
6,336
-28
-0.4% -$2.39K 0.13% 170
2024
Q1 		$536K Sell
6,364
-1,916
-23% -$154K 0.12% 178
2023
Q4 		$628K Buy
8,280
+2,536
+44% +$179K 0.16% 137
2023
Q3 		$382K Sell
5,744
-2,716
-32% -$188K 0.11% 196
2023
Q2 		$584K Buy
8,460
+2,460
+41% +$156K 0.1% 213
2023
Q1 		$366K Buy
6,000
+396
+7% +$22.8K 0.11% 199
2022
Q4 		$300K Buy
+5,604
New +$308K 0.13% 179

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

Beverly Hills Private Wealth's IWF Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its iShares Russell 1000 Growth ETF (IWF) stake by 6.4% in Q2 2026, selling an estimated $46.8K and leaving 5,664 shares worth $703K. The position accounts for 0.13% of the portfolio, ranked #134.

Beverly Hills Private Wealth first reported a position in IWF in Q4 2022 and has held it in 15 quarters since. The position peaked at $716K in Q4 2025. 2,504 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Beverly Hills Private Wealth held 5,664 shares of iShares Russell 1000 Growth ETF worth $703K as of Q2 2026.
  • Beverly Hills Private Wealth sold 388 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $46.8K.
  • iShares Russell 1000 Growth ETF made up 0.13% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #134 holding.
  • Beverly Hills Private Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Beverly Hills Private Wealth's iShares Russell 1000 Growth ETF position peaked at $716K in Q4 2025.
  • 2,504 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.