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

Bridgewealth Advisory 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	$291K	Buy	2,343 +3	+0.1%	+$362	0.05%	104
2026 Q1	$250K	Buy	2,340 +228	+11%	+$25.9K	0.05%	106
2025 Q4	$250K	Hold	2,112	–	–	0.06%	106
2025 Q3	$247K	Hold	2,112	–	–	0.06%	101
2025 Q2	$224K	Buy	+2,112	New	+$202K	0.06%	103
2025 Q1	–	Sell	-2,108	Closed	-$219K	–	75
2024 Q4	$219K	Buy	+2,108	New	+$207K	0.06%	102

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

Bridgewealth Advisory Group's IWF Position: Q2 2026 in Review

Bridgewealth Advisory Group increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.13% in Q2 2026, buying an estimated $362 and bringing the position to 2,343 shares worth $291K. The position accounts for 0.05% of the portfolio, ranked #104.

Bridgewealth Advisory Group first reported a position in IWF in Q4 2024 and has held it in 6 quarters since. 2,511 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Bridgewealth Advisory Group held 2,343 shares of iShares Russell 1000 Growth ETF worth $291K as of Q2 2026.
Bridgewealth Advisory Group bought 3 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $362.
iShares Russell 1000 Growth ETF made up 0.05% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #104 holding.
Bridgewealth Advisory Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 6 quarters since.
2,511 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.