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

Brightwater Advisory’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	$3.76M	Sell	30,268 -408	-1%	-$49.2K	2.37%	16
2026 Q1	$3.27M	Sell	30,676 -1,156	-4%	-$131K	2.16%	18
2025 Q4	$3.77M	Sell	31,832 -24	-0.1%	-$2.84K	2.55%	15
2025 Q3	$3.73M	Sell	31,856 -1,296	-4%	-$144K	2.56%	15
2025 Q2	$3.52M	Sell	33,152 -248	-0.7%	-$23.7K	2.53%	15
2025 Q1	$3.02M	Sell	33,400 -516	-2%	-$50.9K	2.38%	16
2024 Q4	$3.4M	Sell	33,916 -1,712	-5%	-$168K	2.67%	16
2024 Q3	$3.34M	Sell	35,628 -1,176	-3%	-$107K	2.46%	16
2024 Q2	$3.35M	Sell	36,804 -2,856	-7%	-$244K	2.59%	14
2024 Q1	$3.34M	Buy	39,660 +104	+0.3%	+$8.38K	2.68%	16
2023 Q4	$3M	Buy	+39,556	New	+$2.8M	2.53%	17

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

Brightwater Advisory's IWF Position: Q2 2026 in Review

Brightwater Advisory reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.3% in Q2 2026, selling an estimated $49.2K and leaving 30,268 shares worth $3.76M. The position accounts for 2.37% of the portfolio, ranked #16.

Brightwater Advisory first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.77M in Q4 2025. 2,516 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Brightwater Advisory held 30,268 shares of iShares Russell 1000 Growth ETF worth $3.76M as of Q2 2026.
Brightwater Advisory sold 408 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $49.2K.
iShares Russell 1000 Growth ETF made up 2.37% of Brightwater Advisory's portfolio in Q2 2026, its #16 holding.
Brightwater Advisory first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
Brightwater Advisory's iShares Russell 1000 Growth ETF position peaked at $3.77M in Q4 2025.
2,516 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Brightwater Advisory's 13F filing for Q2 2026, filed 10 Aug 2026.