Burton Enright Welch’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Burton Enright Welch’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	$874K	Sell	7,036 -88	-1%	-$10.6K	0.1%	72
2026 Q1	$759K	Buy	7,124 +172	+2%	+$19.5K	0.1%	72
2025 Q4	$823K	Buy	6,952 +20	+0.3%	+$2.37K	0.12%	68
2025 Q3	$812K	Hold	6,932	–	–	0.12%	65
2025 Q2	$736K	Hold	6,932	–	–	0.13%	64
2025 Q1	$626K	Hold	6,932	–	–	0.13%	58
2024 Q4	$696K	Hold	6,932	–	–	0.15%	55
2024 Q3	$651K	Hold	6,932	–	–	0.14%	53
2024 Q2	$632K	Hold	6,932	–	–	0.15%	50
2024 Q1	$584K	Hold	6,932	–	–	0.14%	53
2023 Q4	$525K	Hold	6,932	–	–	0.14%	55
2023 Q3	$461K	Buy	+6,932	New	+$479K	0.14%	51

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

Burton Enright Welch's IWF Position: Q2 2026 in Review

Burton Enright Welch reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.2% in Q2 2026, selling an estimated $10.6K and leaving 7,036 shares worth $874K. The position accounts for 0.1% of the portfolio, ranked #72.

Burton Enright Welch first reported a position in IWF in Q3 2023 and has held it in 12 quarters since. 2,503 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Burton Enright Welch held 7,036 shares of iShares Russell 1000 Growth ETF worth $874K as of Q2 2026.
Burton Enright Welch sold 88 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $10.6K.
iShares Russell 1000 Growth ETF made up 0.1% of Burton Enright Welch's portfolio in Q2 2026, its #72 holding.
Burton Enright Welch first reported a position in iShares Russell 1000 Growth ETF in Q3 2023 and has held it in 12 quarters since.
2,503 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.