Bollard Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Bollard Group’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	$4.48M	Sell	36,092 -13,360	-27%	-$1.61M	0.14%	65
2026 Q1	$5.27M	Buy	49,452 +44	+0.1%	+$4.99K	0.16%	60
2025 Q4	$5.85M	Buy	49,408 +44	+0.1%	+$5.21K	0.15%	56
2025 Q3	$5.78M	Buy	49,364 +44	+0.1%	+$4.9K	0.14%	60
2025 Q2	$5.24M	Buy	49,320 +48	+0.1%	+$4.59K	0.12%	60
2025 Q1	$4.45M	Buy	49,272 +52	+0.1%	+$5.13K	0.12%	59
2024 Q4	$4.94M	Buy	49,220 +52	+0.1%	+$5.12K	0.14%	53
2024 Q3	$4.61M	Buy	49,168 +72	+0.1%	+$6.53K	0.12%	59
2024 Q2	$4.47M	Buy	49,096 +56	+0.1%	+$4.78K	0.13%	55
2024 Q1	$4.13M	Buy	49,040 +64	+0.1%	+$5.16K	0.13%	56
2023 Q4	$3.71M	Buy	48,976 +192	+0.4%	+$13.6K	0.13%	59
2023 Q3	$3.24M	Hold	48,784	–	–	0.12%	66
2023 Q2	$3.36M	Buy	48,784 +72	+0.1%	+$4.58K	0.11%	72
2023 Q1	$2.98M	Buy	48,712 +108	+0.2%	+$6.22K	0.11%	75
2022 Q4	$2.6M	Buy	48,604 +124	+0.3%	+$6.82K	0.1%	77
2022 Q3	$2.55M	Buy	48,480 +132	+0.3%	+$7.76K	0.11%	79
2022 Q2	$2.64M	Buy	48,348 +92	+0.2%	+$5.52K	0.11%	85
2022 Q1	$3.35M	Buy	48,256 +68	+0.1%	+$4.64K	0.11%	89
2021 Q4	$3.68M	Buy	48,188 +64	+0.1%	+$4.74K	0.12%	87
2021 Q3	$3.3M	Buy	48,124 +80	+0.2%	+$5.66K	0.11%	89
2021 Q2	$3.26M	Buy	48,044 +52	+0.1%	+$3.35K	0.1%	87
2021 Q1	$2.92M	Buy	47,992 +72	+0.2%	+$4.38K	0.1%	85
2020 Q4	$2.89M	Hold	47,920	–	–	0.11%	83
2020 Q3	$2.6M	Hold	47,920	–	–	0.09%	87
2020 Q2	$2.3M	Buy	+47,920	New	+$2.11M	0.09%	86

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

Bollard Group's IWF Position: Q2 2026 in Review

Bollard Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 27% in Q2 2026, selling an estimated $1.61M and leaving 36,092 shares worth $4.48M. The position accounts for 0.14% of the portfolio, ranked #65.

Bollard Group first reported a position in IWF in Q2 2020 and has held it in 25 quarters since. The position peaked at $5.85M in Q4 2025. 2,502 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Bollard Group held 36,092 shares of iShares Russell 1000 Growth ETF worth $4.48M as of Q2 2026.
Bollard Group sold 13,360 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $1.61M.
iShares Russell 1000 Growth ETF made up 0.14% of Bollard Group's portfolio in Q2 2026, its #65 holding.
Bollard Group first reported a position in iShares Russell 1000 Growth ETF in Q2 2020 and has held it in 25 quarters since.
Bollard Group's iShares Russell 1000 Growth ETF position peaked at $5.85M in Q4 2025.
2,502 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Bollard Group's 13F filing for Q2 2026, filed 12 Aug 2026.