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

BlueSky 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	$622K	Hold	5,012	–	–	0.07%	68
2026 Q1	$534K	Hold	5,012	–	–	0.07%	69
2025 Q4	$593K	Hold	5,012	–	–	0.08%	55
2025 Q3	$587K	Buy	5,012 +300	+6%	+$33.4K	0.08%	53
2025 Q2	$500K	Hold	4,712	–	–	0.07%	54
2025 Q1	$425K	Sell	4,712 -1,620	-26%	-$160K	0.07%	55
2024 Q4	$636K	Hold	6,332	–	–	0.1%	53
2024 Q3	$594K	Sell	6,332 -324	-5%	-$29.4K	0.09%	54
2024 Q2	$607K	Hold	6,656	–	–	0.1%	52
2024 Q1	$561K	Hold	6,656	–	–	0.44%	24
2023 Q4	$504K	Hold	6,656	–	–	0.09%	49
2023 Q3	$443K	Hold	6,656	–	–	0.09%	52
2023 Q2	$458K	Hold	6,656	–	–	0.09%	51
2023 Q1	$407K	Sell	6,656 -1,028	-13%	-$59.2K	0.08%	49
2022 Q4	$412K	Buy	7,684 +1,352	+21%	+$74.4K	0.09%	48
2022 Q3	$333K	Sell	6,332 -852	-12%	-$50.1K	0.08%	51
2022 Q2	$393K	Hold	7,184	–	–	0.09%	49
2022 Q1	$499K	Hold	7,184	–	–	0.1%	49
2021 Q4	$549K	Hold	7,184	–	–	0.1%	45
2021 Q3	$492K	Sell	7,184 -220	-3%	-$15.6K	0.1%	42
2021 Q2	$515K	Sell	7,404 -972	-12%	-$62.7K	0.1%	41
2021 Q1	$538K	Hold	8,376	–	–	0.12%	38
2020 Q4	$505K	Hold	8,376	–	–	0.12%	36
2020 Q3	$480K	Sell	8,376 -340	-4%	-$17.9K	0.13%	36
2020 Q2	$418K	Sell	8,716 -276	-3%	-$12.2K	0.12%	36
2020 Q1	$339K	Sell	8,992 -1,112	-11%	-$47.9K	0.12%	39
2019 Q4	$457K	Hold	10,104	–	–	0.15%	48
2019 Q3	$399K	Hold	10,104	–	–	0.14%	49
2019 Q2	$397K	Buy	+10,104	New	+$391K	0.14%	49

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

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

BlueSky Wealth Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 5,012 shares worth $622K. The position accounts for 0.07% of the portfolio, ranked #68.

BlueSky Wealth Advisors first reported a position in IWF in Q2 2019 and has held it in 29 quarters since. The position peaked at $636K in Q4 2024. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

BlueSky Wealth Advisors held 5,012 shares of iShares Russell 1000 Growth ETF worth $622K as of Q2 2026.
BlueSky Wealth Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.07% of BlueSky Wealth Advisors's portfolio in Q2 2026, its #68 holding.
BlueSky Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q2 2019 and has held it in 29 quarters since.
BlueSky Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $636K in Q4 2024.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on BlueSky Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.