Blue Bell Private Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Blue Bell Private Wealth Management’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	$2.62M	Buy	21,074 +250	+1%	+$30.1K	0.33%	58
2026 Q1	$2.22M	Sell	20,824 -20	-0.1%	-$2.27K	0.32%	64
2025 Q4	$2.47M	Sell	20,844 -84	-0.4%	-$9.95K	0.36%	45
2025 Q3	$2.45M	Sell	20,928 -548	-3%	-$61K	0.37%	43
2025 Q2	$2.28M	Buy	21,476 +3,284	+18%	+$314K	0.38%	49
2025 Q1	$1.64M	Sell	18,192 -24	-0.1%	-$2.37K	0.31%	61
2024 Q4	$1.83M	Buy	18,216 +24	+0.1%	+$2.36K	0.35%	52
2024 Q3	$1.71M	Hold	18,192	–	–	0.33%	55
2024 Q2	$1.66M	Buy	18,192 +1,572	+9%	+$134K	0.34%	52
2024 Q1	$1.4M	Sell	16,620 -204	-1%	-$16.4K	0.3%	58
2023 Q4	$1.28M	Buy	16,824 +56	+0.3%	+$3.96K	0.3%	57
2023 Q3	$1.12M	Hold	16,768	–	–	0.3%	57
2023 Q2	$1.15M	Sell	16,768 -80	-0.5%	-$5.09K	0.31%	56
2023 Q1	$1.03M	Sell	16,848 -80	-0.5%	-$4.61K	0.31%	54
2022 Q4	$907K	Sell	16,928 -216	-1%	-$11.9K	0.3%	51
2022 Q3	$902K	Buy	17,144 +584	+4%	+$34.3K	0.32%	44
2022 Q2	$905K	Sell	16,560 -360	-2%	-$21.6K	0.3%	41
2022 Q1	$1.17M	Sell	16,920 -592	-3%	-$40.4K	0.33%	34
2021 Q4	$1.34M	Buy	17,512 +364	+2%	+$27K	0.35%	33
2021 Q3	$1.18M	Buy	17,148 +4	+0%	+$283	0.34%	34
2021 Q2	$1.16M	Buy	17,144 +8	+0%	+$516	0.34%	35
2021 Q1	$1.04M	Sell	17,136 -324	-2%	-$19.7K	0.32%	37
2020 Q4	$1.05M	Hold	17,460	–	–	0.36%	34
2020 Q3	$947K	Sell	17,460 -416	-2%	-$21.9K	0.39%	33
2020 Q2	$860K	Hold	17,876	–	–	0.4%	32
2020 Q1	$673K	Sell	17,876 -3,812	-18%	-$164K	0.37%	30
2019 Q4	$954K	Buy	21,688 +2,392	+12%	+$99.9K	0.38%	32
2019 Q3	$770K	Buy	19,296 +800	+4%	+$32.1K	0.35%	30
2019 Q2	$728K	Sell	18,496 -2,540	-12%	-$98.3K	0.34%	32
2019 Q1	$796K	Sell	21,036 -1,560	-7%	-$56.1K	0.37%	31
2018 Q4	$740K	Sell	22,596 -236	-1%	-$8.32K	0.39%	30
2018 Q3	$890K	Sell	22,832 -200	-0.9%	-$7.57K	0.38%	32
2018 Q2	$828K	Sell	23,032 -3,408	-13%	-$120K	0.38%	35
2018 Q1	$899K	Buy	26,440 +2,164	+9%	+$75.9K	0.39%	33
2017 Q4	$817K	Buy	24,276 +92	+0.4%	+$3.02K	0.37%	37
2017 Q3	$756K	Sell	24,184 -2,704	-10%	-$82.8K	0.36%	32
2017 Q2	$800K	Buy	26,888 +2,124	+9%	+$62.4K	0.4%	34
2017 Q1	$705K	Buy	24,764 +760	+3%	+$21.1K	0.38%	36
2016 Q4	$630K	Sell	24,004 -800	-3%	-$20.8K	0.38%	41
2016 Q3	$646K	Hold	24,804	–	–	0.38%	40
2016 Q2	$623K	Hold	24,804	–	–	0.4%	38
2016 Q1	$619K	Sell	24,804 -4,152	-14%	-$98.1K	0.42%	44
2015 Q4	$720K	Sell	28,956 -760	-3%	-$19K	0.49%	34
2015 Q3	$691K	Sell	29,716 -732	-2%	-$18K	0.48%	39
2015 Q2	$754K	Sell	30,448 -1,472	-5%	-$37K	0.46%	36
2015 Q1	$789K	Sell	31,920 -2,544	-7%	-$62.1K	0.47%	36
2014 Q4	$823K	Sell	34,464 -1,600	-4%	-$37.4K	0.48%	34
2014 Q3	$826K	Sell	36,064 -16	-0%	-$367	0.5%	34
2014 Q2	$820K	Sell	36,080 -1,304	-3%	-$28.6K	0.5%	32
2014 Q1	$809K	Sell	37,384 -600	-2%	-$12.9K	0.55%	31
2013 Q4	$816K	Sell	37,984 -2,464	-6%	-$50.6K	0.63%	30
2013 Q3	$791K	Buy	40,448 +2,304	+6%	+$44.1K	0.79%	28
2013 Q2	$694K	Buy	+38,144	New	+$699K	0.61%	29

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

Blue Bell Private Wealth Management's IWF Position: Q2 2026 in Review

Blue Bell Private Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 1.2% in Q2 2026, buying an estimated $30.1K and bringing the position to 21,074 shares worth $2.62M. The position accounts for 0.33% of the portfolio, ranked #58.

Blue Bell Private Wealth Management first reported a position in IWF in Q2 2013 and has held it in 53 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Blue Bell Private Wealth Management held 21,074 shares of iShares Russell 1000 Growth ETF worth $2.62M as of Q2 2026.
Blue Bell Private Wealth Management bought 250 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $30.1K.
iShares Russell 1000 Growth ETF made up 0.33% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #58 holding.
Blue Bell Private Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 53 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.