Boston Research & Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Boston Research & 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	$313K	Sell	2,520 -52	-2%	-$6.27K	0.07%	104
2026 Q1	$274K	Hold	2,572	–	–	0.06%	99
2025 Q4	$304K	Hold	2,572	–	–	0.07%	101
2025 Q3	$301K	Hold	2,572	–	–	0.07%	103
2025 Q2	$273K	Sell	2,572 -316	-11%	-$30.2K	0.06%	102
2025 Q1	$260K	Sell	2,888 -200	-6%	-$19.7K	0.06%	102
2024 Q4	$310K	Hold	3,088	–	–	0.08%	99
2024 Q3	$289K	Hold	3,088	–	–	0.07%	104
2024 Q2	$281K	Hold	3,088	–	–	0.07%	104
2024 Q1	$260K	Sell	3,088 -156	-5%	-$12.6K	0.06%	107
2023 Q4	$245K	Hold	3,244	–	–	0.07%	107
2023 Q3	$215K	Hold	3,244	–	–	0.06%	108
2023 Q2	$223K	Buy	+3,244	New	+$206K	0.06%	108
2022 Q2	–	Sell	-3,040	Closed	-$210K	–	110
2022 Q1	$210K	Hold	3,040	–	–	0.06%	106
2021 Q4	$232K	Hold	3,040	–	–	0.06%	107
2021 Q3	$208K	Hold	3,040	–	–	0.06%	106
2021 Q2	$206K	Buy	+3,040	New	+$196K	0.06%	106

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

Boston Research & Management's IWF Position: Q2 2026 in Review

Boston Research & Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2% in Q2 2026, selling an estimated $6.27K and leaving 2,520 shares worth $313K. The position accounts for 0.07% of the portfolio, ranked #104.

Boston Research & Management first reported a position in IWF in Q2 2021 and has held it in 17 quarters since. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Boston Research & Management held 2,520 shares of iShares Russell 1000 Growth ETF worth $313K as of Q2 2026.
Boston Research & Management sold 52 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $6.27K.
iShares Russell 1000 Growth ETF made up 0.07% of Boston Research & Management's portfolio in Q2 2026, its #104 holding.
Boston Research & Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2021 and has held it in 17 quarters since.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Boston Research & Management's 13F filing for Q2 2026, filed 11 Aug 2026.