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

Blodgett 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 		$21M Buy
169,447
+1,507
+0.9% +$182K 14.1% 1
2026
Q1 		$17.9M Sell
167,940
-26,480
-14% -$3.01M 14.19% 1
2025
Q4 		$23M Sell
194,420
-904
-0.5% -$107K 16.05% 1
2025
Q3 		$22.9M Sell
195,324
-1,612
-0.8% -$179K 15.75% 1
2025
Q2 		$20.9M Sell
196,936
-13,376
-6% -$1.28M 16.38% 1
2025
Q1 		$19M Sell
210,312
-14,428
-6% -$1.42M 16.18% 1
2024
Q4 		$22.6M Buy
224,740
+244
+0.1% +$24K 17.69% 1
2024
Q3 		$21.1M Buy
224,496
+1,020
+0.5% +$92.5K 17.71% 1
2024
Q2 		$20.4M Buy
223,476
+520
+0.2% +$44.4K 17.25% 1
2024
Q1 		$18.8M Buy
222,956
+1,180
+0.5% +$95.1K 16.95% 1
2023
Q4 		$16.8M Sell
221,776
-1,372
-0.6% -$97K 17.16% 1
2023
Q3 		$14.8M Buy
223,148
+512
+0.2% +$35.4K 16.28% 1
2023
Q2 		$15.3M Sell
222,636
-600
-0.3% -$38.2K 15.85% 1
2023
Q1 		$13.6M Sell
223,236
-34,500
-13% -$1.99M 15.76% 1
2022
Q4 		$13.8M Sell
257,736
-2,040
-0.8% -$112K 16.78% 1
2022
Q3 		$13.7M Sell
259,776
-3,700
-1% -$218K 16.38% 1
2022
Q2 		$14.4M Sell
263,476
-10,752
-4% -$645K 15.79% 1
2022
Q1 		$19M Buy
274,228
+10,968
+4% +$749K 15.85% 1
2021
Q4 		$20.1M Buy
+263,260
New +$19.5M 15.6% 1

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

Blodgett Wealth Advisors's IWF Position: Q2 2026 in Review

Blodgett Wealth Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.9% in Q2 2026, buying an estimated $182K and bringing the position to 169,447 shares worth $21M. The position accounts for 14.1% of the portfolio, ranked #1.

Blodgett Wealth Advisors first reported a position in IWF in Q4 2021 and has held it in 19 quarters since. The position peaked at $23M in Q4 2025. 2,491 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Blodgett Wealth Advisors held 169,447 shares of iShares Russell 1000 Growth ETF worth $21M as of Q2 2026.
  • Blodgett Wealth Advisors bought 1,507 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $182K.
  • iShares Russell 1000 Growth ETF made up 14.1% of Blodgett Wealth Advisors's portfolio in Q2 2026, its #1 holding.
  • Blodgett Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Blodgett Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $23M in Q4 2025.
  • 2,491 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Blodgett Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.