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

Bluesphere 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	$61.1M	Buy	491,997 +213	+0%	+$25.7K	18.86%	2
2026 Q1	$52.4M	Buy	491,784 +161,004	+49%	+$18.3M	18.64%	2
2025 Q4	$39.1M	Buy	330,780 +3,416	+1%	+$405K	17.31%	2
2025 Q3	$38.3M	Sell	327,364 -8,700	-3%	-$969K	17.57%	2
2025 Q2	$35.7M	Buy	336,064 +3,656	+1%	+$350K	17.79%	2
2025 Q1	$30M	Buy	332,408 +73,952	+29%	+$7.3M	17.17%	2
2024 Q4	$25.9M	Buy	258,456 +3,024	+1%	+$297K	12.7%	2
2024 Q3	$24M	Sell	255,432 -144,740	-36%	-$13.1M	11.85%	2
2024 Q2	$36.5M	Buy	400,172 +7,468	+2%	+$638K	18.59%	2
2024 Q1	$33.1M	Buy	392,704 +6,184	+2%	+$498K	18.33%	2
2023 Q4	$29.3M	Buy	386,520 +11,604	+3%	+$821K	18.18%	2
2023 Q3	$24.9M	Buy	374,916 +9,936	+3%	+$686K	17.95%	2
2023 Q2	$25.1M	Buy	364,980 +13,476	+4%	+$857K	17.51%	2
2023 Q1	$21.5M	Buy	351,504 +3,536	+1%	+$204K	17.8%	2
2022 Q4	$18.6M	Buy	347,968 +47,464	+16%	+$2.61M	16.54%	2
2022 Q3	$15.8M	Buy	300,504 +20,096	+7%	+$1.18M	15.78%	2
2022 Q2	$15.3M	Buy	280,408 +33,100	+13%	+$1.99M	14.88%	2
2022 Q1	$17.2M	Buy	247,308 +21,564	+10%	+$1.47M	14.52%	1
2021 Q4	$17.2M	Buy	225,744 +3,128	+1%	+$232K	14.32%	1
2021 Q3	$15.3M	Buy	222,616 +1,080	+0.5%	+$76.4K	14.64%	1
2021 Q2	$15M	Buy	221,536 +23,724	+12%	+$1.53M	13.3%	1
2021 Q1	$12M	Buy	197,812 +22,772	+13%	+$1.39M	10.86%	1
2020 Q4	$10.6M	Buy	+175,040	New	+$9.96M	11.31%	1

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

Bluesphere Advisors's IWF Position: Q2 2026 in Review

Bluesphere Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.04% in Q2 2026, buying an estimated $25.7K and bringing the position to 491,997 shares worth $61.1M. The position accounts for 18.86% of the portfolio, ranked #2.

Bluesphere Advisors first reported a position in IWF in Q4 2020 and has held it in 23 quarters since. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Bluesphere Advisors held 491,997 shares of iShares Russell 1000 Growth ETF worth $61.1M as of Q2 2026.
Bluesphere Advisors bought 213 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $25.7K.
iShares Russell 1000 Growth ETF made up 18.86% of Bluesphere Advisors's portfolio in Q2 2026, its #2 holding.
Bluesphere Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 23 quarters since.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Bluesphere Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.