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

Boulder 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	$27.6M	Buy	222,414 +3,134	+1%	+$378K	10.07%	5
2026 Q1	$23.4M	Sell	219,280 -23,744	-10%	-$2.7M	9.32%	5
2025 Q4	$28.8M	Sell	243,024 -1,444	-0.6%	-$171K	12.15%	4
2025 Q3	$28.6M	Buy	+244,468	New	+$27.2M	13.31%	3
2025 Q1	$21.9M	Sell	242,412 -1,644	-0.7%	-$162K	12.74%	4
2024 Q4	$24.5M	Buy	244,056 +23,356	+11%	+$2.3M	12.63%	3
2024 Q3	$20.7M	Sell	220,700 -98,996	-31%	-$8.98M	11.26%	5
2024 Q2	$29.1M	Buy	319,696 +5,252	+2%	+$448K	17%	3
2024 Q1	$26.5M	Buy	+314,444	New	+$25.3M	16.41%	3
2022 Q4	$4.97M	Buy	+92,800	New	+$5.1M	4.45%	10

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

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

Boulder Wealth Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 1.4% in Q2 2026, buying an estimated $378K and bringing the position to 222,414 shares worth $27.6M. The position accounts for 10.07% of the portfolio, ranked #5.

Boulder Wealth Advisors first reported a position in IWF in Q4 2022 and has held it in 10 quarters since. The position peaked at $29.1M in Q2 2024. 2,514 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Boulder Wealth Advisors held 222,414 shares of iShares Russell 1000 Growth ETF worth $27.6M as of Q2 2026.
Boulder Wealth Advisors bought 3,134 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $378K.
iShares Russell 1000 Growth ETF made up 10.07% of Boulder Wealth Advisors's portfolio in Q2 2026, its #5 holding.
Boulder Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 10 quarters since.
Boulder Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $29.1M in Q2 2024.
2,514 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Boulder Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.