Bullock Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Bullock Wealth Management’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	$6.42K	Hold	52	–	–	﹤0.01%	487
2026 Q1	$5.66K	Hold	52	–	–	﹤0.01%	486
2025 Q4	$6.22K	Hold	52	–	–	﹤0.01%	456
2025 Q3	$6.2K	Hold	52	–	–	﹤0.01%	472
2025 Q2	$5.53K	Hold	52	–	–	﹤0.01%	454
2025 Q1	$4.79K	Hold	52	–	–	﹤0.01%	449
2024 Q4	$5.28K	Sell	52 -44	-46%	-$4.33K	﹤0.01%	447
2024 Q3	$8.94K	Sell	96 -76	-44%	-$6.89K	0.01%	382
2024 Q2	$15.9K	Hold	172	–	–	0.01%	316
2024 Q1	$14.5K	Buy	+172	New	+$13.9K	0.01%	331

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 22.9% 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

Bullock Wealth Management's IWF Position: Q2 2026 in Review

Bullock Wealth Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 52 shares worth $6.42K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

Bullock Wealth Management first reported a position in IWF in Q1 2024 and has held it in 10 quarters since. The position peaked at $15.9K in Q2 2024. 2,517 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Bullock Wealth Management held 52 shares of iShares Russell 1000 Growth ETF worth $6.42K as of Q2 2026.
Bullock Wealth Management left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up ﹤0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #487 holding.
Bullock Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2024 and has held it in 10 quarters since.
Bullock Wealth Management's iShares Russell 1000 Growth ETF position peaked at $15.9K in Q2 2024.
2,517 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.