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

Bleakley 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	$27.7M	Buy	222,999 +2,399	+1%	+$289K	0.35%	59
2026 Q1	$23.5M	Buy	220,600 +28,808	+15%	+$3.27M	0.37%	55
2025 Q4	$22.7M	Buy	191,792 +105,644	+123%	+$12.5M	0.39%	47
2025 Q3	$10.1M	Sell	86,148 -1,484	-2%	-$165K	0.23%	80
2025 Q2	$9.3M	Buy	87,632 +4,824	+6%	+$461K	0.24%	79
2025 Q1	$7.48M	Sell	82,808 -1,412	-2%	-$139K	0.24%	80
2024 Q4	$8.46M	Buy	84,220 +3,212	+4%	+$316K	0.25%	66
2024 Q3	$7.6M	Buy	81,008 +396	+0.5%	+$35.9K	0.23%	69
2024 Q2	$7.35M	Sell	80,612 -32,268	-29%	-$2.76M	0.21%	87
2024 Q1	$9.51M	Sell	112,880 -2,556	-2%	-$206K	0.28%	71
2023 Q4	$8.75M	Buy	115,436 +4,672	+4%	+$330K	0.28%	68
2023 Q3	$7.37M	Sell	110,764 -4,744	-4%	-$328K	0.26%	77
2023 Q2	$7.95M	Sell	115,508 -8,120	-7%	-$516K	0.25%	81
2023 Q1	$7.55M	Sell	123,628 -17,756	-13%	-$1.02M	0.25%	80
2022 Q4	$7.57M	Buy	+141,384	New	+$7.78M	0.27%	73

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

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

Bleakley Financial Group increased its iShares Russell 1000 Growth ETF (IWF) stake by 1.1% in Q2 2026, buying an estimated $289K and bringing the position to 222,999 shares worth $27.7M. The position accounts for 0.35% of the portfolio, ranked #59.

Bleakley Financial Group first reported a position in IWF in Q4 2022 and has held it in 15 quarters since. 2,491 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Bleakley Financial Group held 222,999 shares of iShares Russell 1000 Growth ETF worth $27.7M as of Q2 2026.
Bleakley Financial Group bought 2,399 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $289K.
iShares Russell 1000 Growth ETF made up 0.35% of Bleakley Financial Group's portfolio in Q2 2026, its #59 holding.
Bleakley Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 15 quarters since.
2,491 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.