Brady Martz Wealth Solutions’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Brady Martz Wealth Solutions’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	$2.98M	Buy	23,976 +132	+0.6%	+$15.9K	0.45%	47
2026 Q1	$2.54M	Sell	23,844 -648	-3%	-$73.6K	0.43%	52
2025 Q4	$2.9M	Sell	24,492 -40	-0.2%	-$4.74K	0.51%	42
2025 Q3	$2.87M	Sell	24,532 -4	-0%	-$445	0.52%	46
2025 Q2	$2.6M	Sell	24,536 -944	-4%	-$90.3K	0.5%	47
2025 Q1	$2.3M	Sell	25,480 -1,104	-4%	-$109K	0.52%	48
2024 Q4	$2.63M	Buy	+26,584	New	+$2.61M	0.63%	42

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

Brady Martz Wealth Solutions's IWF Position: Q2 2026 in Review

Brady Martz Wealth Solutions increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.55% in Q2 2026, buying an estimated $15.9K and bringing the position to 23,976 shares worth $2.98M. The position accounts for 0.45% of the portfolio, ranked #47.

Brady Martz Wealth Solutions first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Brady Martz Wealth Solutions held 23,976 shares of iShares Russell 1000 Growth ETF worth $2.98M as of Q2 2026.
Brady Martz Wealth Solutions bought 132 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $15.9K.
iShares Russell 1000 Growth ETF made up 0.45% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #47 holding.
Brady Martz Wealth Solutions first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.