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IWF icon

Brio Consultants’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Brio Consultants’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 		$1.83M Sell
14,718
-44,582
-75% -$5.37M 0.21% 58
2026
Q1 		$1.79M Buy
59,300
+45,584
+332% +$5.17M 0.22% 58
2025
Q4 		$1.62M Sell
13,716
-1,212
-8% -$144K 0.21% 60
2025
Q3 		$1.75M Sell
14,928
-584
-4% -$65K 0.24% 54
2025
Q2 		$1.65M Sell
15,512
-1,080
-7% -$103K 0.24% 55
2025
Q1 		$1.5M Buy
16,592
+2,132
+15% +$210K 0.24% 56
2024
Q4 		$1.45M Sell
14,460
-1,272
-8% -$125K 0.23% 58
2024
Q3 		$1.48M Sell
15,732
-1,360
-8% -$123K 0.23% 56
2024
Q2 		$1.56M Buy
17,092
+312
+2% +$26.6K 0.26% 52
2024
Q1 		$1.41M Sell
16,780
-1,156
-6% -$93.1K 0.24% 52
2023
Q4 		$1.36M Buy
17,936
+120
+0.7% +$8.49K 0.24% 51
2023
Q3 		$1.18M Sell
17,816
-320
-2% -$22.1K 0.22% 52
2023
Q2 		$1.25M Buy
18,136
+368
+2% +$23.4K 0.23% 52
2023
Q1 		$1.09M Buy
17,768
+964
+6% +$55.5K 0.2% 55
2022
Q4 		$900K Sell
16,804
-6,232
-27% -$343K 0.18% 54
2022
Q3 		$1.27M Sell
23,036
-3,148
-12% -$185K 0.27% 48
2022
Q2 		$1.45M Sell
26,184
-526,404
-95% -$31.6M 0.33% 35
2022
Q1 		$38.4M Buy
552,588
+138,564
+33% +$9.46M 8.18% 4
2021
Q4 		$31.6M Sell
414,024
-7,364
-2% -$546K 7.43% 4
2021
Q3 		$28.9M Buy
421,388
+18,520
+5% +$1.31M 7.01% 4
2021
Q2 		$27.3M Buy
402,868
+24,844
+7% +$1.6M 6.99% 4
2021
Q1 		$23M Buy
378,024
+26,220
+7% +$1.6M 6.76% 4
2020
Q4 		$21.2M Sell
351,804
-49,240
-12% -$2.8M 6.85% 4
2020
Q3 		$21.7M Sell
401,044
-1,444
-0.4% -$76.1K 6.57% 4
2020
Q2 		$19.3M Buy
402,488
+43,152
+12% +$1.9M 6.45% 4
2020
Q1 		$13.5M Buy
359,336
+9,324
+3% +$402K 5.41% 7
2019
Q4 		$15.4M Buy
350,012
+185,740
+113% +$7.75M 5.18% 7
2019
Q3 		$6.56M Sell
164,272
-16,836
-9% -$675K 2.46% 12
2019
Q2 		$7.12M Sell
181,108
-3,972
-2% -$154K 2.86% 12
2019
Q1 		$7M Sell
185,080
-39,320
-18% -$1.41M 3.1% 11
2018
Q4 		$7.34M Buy
+224,400
New +$7.91M 3.77% 9

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Brio Consultants's IWF Position: Q2 2026 in Review

Brio Consultants reduced its iShares Russell 1000 Growth ETF (IWF) stake by 75% in Q2 2026, selling an estimated $5.37M and leaving 14,718 shares worth $1.83M. The position accounts for 0.21% of the portfolio, ranked #58.

Brio Consultants first reported a position in IWF in Q4 2018 and has held it in 31 quarters since. The position peaked at $38.4M in Q1 2022. 2,510 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Brio Consultants held 14,718 shares of iShares Russell 1000 Growth ETF worth $1.83M as of Q2 2026.
  • Brio Consultants sold 44,582 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $5.37M.
  • iShares Russell 1000 Growth ETF made up 0.21% of Brio Consultants's portfolio in Q2 2026, its #58 holding.
  • Brio Consultants first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • Brio Consultants's iShares Russell 1000 Growth ETF position peaked at $38.4M in Q1 2022.
  • 2,510 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Brio Consultants's 13F filing for Q2 2026, filed 12 Aug 2026.