Black Diamond Financial’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Black Diamond Financial’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	$1.39M	Hold	11,232	–	–	0.12%	74
2026 Q1	$1.2M	Sell	11,232 -128	-1%	-$14.5K	0.13%	73
2025 Q4	$1.34M	Buy	11,360 +7,604	+202%	+$901K	0.14%	71
2025 Q3	$440K	Buy	3,756 +60	+2%	+$6.68K	0.05%	105
2025 Q2	$392K	Hold	3,696	–	–	0.06%	98
2025 Q1	$334K	Hold	3,696	–	–	0.05%	109
2024 Q4	$371K	Hold	3,696	–	–	0.06%	103
2024 Q3	$347K	Hold	3,696	–	–	0.06%	101
2024 Q2	$337K	Buy	3,696 +920	+33%	+$78.6K	0.07%	102
2024 Q1	$210K	Hold	2,776	–	–	0.06%	109
2023 Q4	$210K	Buy	+2,776	New	+$196K	0.06%	109

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

Black Diamond Financial's IWF Position: Q2 2026 in Review

Black Diamond Financial held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 11,232 shares worth $1.39M. The position accounts for 0.12% of the portfolio, ranked #74.

Black Diamond Financial first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. 2,514 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Black Diamond Financial held 11,232 shares of iShares Russell 1000 Growth ETF worth $1.39M as of Q2 2026.
Black Diamond Financial left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.12% of Black Diamond Financial's portfolio in Q2 2026, its #74 holding.
Black Diamond Financial first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,514 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Black Diamond Financial's 13F filing for Q2 2026, filed 4 Aug 2026.