BNC Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

BNC 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	$259K	Hold	2,084	–	–	0.06%	91
2026 Q1	$222K	Hold	2,084	–	–	0.06%	99
2025 Q4	$247K	Hold	2,084	–	–	0.06%	94
2025 Q3	$244K	Hold	2,084	–	–	0.06%	92
2025 Q2	$221K	Buy	+2,084	New	+$199K	0.07%	86
2025 Q1	–	Sell	-2,084	Closed	-$209K	–	103
2024 Q4	$209K	Buy	+2,084	New	+$205K	0.07%	89
2022 Q2	–	Sell	-3,012	Closed	-$209K	–	120
2022 Q1	$209K	Hold	3,012	–	–	0.1%	114
2021 Q4	$230K	Hold	3,012	–	–	0.11%	109
2021 Q3	$206K	Hold	3,012	–	–	0.12%	89
2021 Q2	$204K	Buy	+3,012	New	+$194K	0.12%	88
2020 Q4	–	Sell	-3,888	Closed	-$211K	–	284
2020 Q3	$211K	Buy	+3,888	New	+$205K	0.15%	81

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

BNC Wealth Management's IWF Position: Q2 2026 in Review

BNC Wealth Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 2,084 shares worth $259K. The position accounts for 0.06% of the portfolio, ranked #91.

BNC Wealth Management first reported a position in IWF in Q3 2020 and has held it in 11 quarters since. 2,508 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

BNC Wealth Management held 2,084 shares of iShares Russell 1000 Growth ETF worth $259K as of Q2 2026.
BNC Wealth Management left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.06% of BNC Wealth Management's portfolio in Q2 2026, its #91 holding.
BNC Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2020 and has held it in 11 quarters since.
2,508 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on BNC Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.