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Buck Wealth Strategies’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Buck Wealth Strategies’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 		$430K Buy
+3,460
New +$417K 0.04% 136
2023
Q4 		– Sell
-256
Closed -$17K – 209
2023
Q3 		$17K Buy
+256
New +$17.7K 0.01% 170

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 22.9% 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

Buck Wealth Strategies's IWF Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q2 2026: 3,460 shares worth $430K. The stake represents 0.04% of the portfolio and ranks #136 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in IWF as recently as Q3 2023.

Buck Wealth Strategies first reported a position in IWF in Q3 2023 and has held it in 2 quarters since. 2,517 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Buck Wealth Strategies held 3,460 shares of iShares Russell 1000 Growth ETF worth $430K as of Q2 2026.
  • iShares Russell 1000 Growth ETF was a new Buck Wealth Strategies position in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 0.04% of Buck Wealth Strategies's portfolio in Q2 2026, its #136 holding.
  • Buck Wealth Strategies first reported a position in iShares Russell 1000 Growth ETF in Q3 2023 and has held it in 2 quarters since.
  • 2,517 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.