Cambridge Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Cambridge Advisors’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	$3.23M	Hold	26,036	–	–	0.56%	30
2026 Q1	$2.78M	Buy	26,036 +100	+0.4%	+$11.3K	0.54%	33
2025 Q4	$3.07M	Buy	25,936 +500	+2%	+$59.2K	0.58%	29
2025 Q3	$2.98M	Sell	25,436 -36	-0.1%	-$4.01K	0.58%	29
2025 Q2	$2.7M	Sell	25,472 -340	-1%	-$32.5K	0.57%	31
2025 Q1	$2.33M	Hold	25,812	–	–	0.51%	33
2024 Q4	$2.59M	Hold	25,812	–	–	0.58%	30
2024 Q3	$2.42M	Sell	25,812 -48	-0.2%	-$4.35K	0.53%	31
2024 Q2	$2.36M	Sell	25,860 -540	-2%	-$46.1K	0.55%	32
2024 Q1	$2.22M	Hold	26,400	–	–	0.52%	33
2023 Q4	$2M	Hold	26,400	–	–	0.5%	35
2023 Q3	$1.76M	Sell	26,400 -236	-0.9%	-$16.3K	0.47%	35
2023 Q2	$1.83M	Buy	26,636 +800	+3%	+$50.9K	0.47%	32
2023 Q1	$1.58M	Hold	25,836	–	–	0.4%	36
2022 Q4	$1.38M	Hold	25,836	–	–	0.37%	44
2022 Q3	$1.36M	Sell	25,836 -80	-0.3%	-$4.7K	0.39%	42
2022 Q2	$1.42M	Sell	25,916 -3,700	-12%	-$222K	0.39%	42
2022 Q1	$2.06M	Hold	29,616	–	–	0.49%	29
2021 Q4	$2.26M	Sell	29,616 -200	-0.7%	-$14.8K	0.51%	28
2021 Q3	$2.04M	Sell	29,816 -800	-3%	-$56.6K	0.5%	29
2021 Q2	$2.08M	Sell	30,616 -672	-2%	-$43.3K	0.5%	31
2021 Q1	$1.9M	Buy	31,288 +2,480	+9%	+$151K	0.49%	33
2020 Q4	$1.74M	Sell	28,808 -4,760	-14%	-$271K	0.47%	32
2020 Q3	$1.82M	Sell	33,568 -456	-1%	-$24K	0.54%	30
2020 Q2	$1.63M	Sell	34,024 -1,004	-3%	-$44.2K	0.51%	30
2020 Q1	$1.32M	Buy	35,028 +3,788	+12%	+$163K	0.48%	34
2019 Q4	$1.37M	Sell	31,240 -1,892	-6%	-$79K	0.42%	43
2019 Q3	$1.32M	Sell	33,132 -124	-0.4%	-$4.97K	0.44%	34
2019 Q2	$1.31M	Sell	33,256 -336	-1%	-$13K	0.43%	38
2019 Q1	$1.27M	Sell	33,592 -864	-3%	-$31K	0.43%	42
2018 Q4	$1.13M	Hold	34,456	–	–	0.42%	44
2018 Q3	$1.34M	Sell	34,456 -1,420	-4%	-$53.8K	0.45%	43
2018 Q2	$1.29M	Sell	35,876 -160	-0.4%	-$5.65K	0.46%	42
2018 Q1	$1.23M	Hold	36,036	–	–	0.44%	41
2017 Q4	$1.21M	Sell	36,036 -2,804	-7%	-$91.9K	0.44%	41
2017 Q3	$1.21M	Sell	38,840 -340	-0.9%	-$10.4K	0.47%	36
2017 Q2	$1.17M	Sell	39,180 -160	-0.4%	-$4.7K	0.47%	39
2017 Q1	$1.12M	Hold	39,340	–	–	0.46%	44
2016 Q4	$1.03M	Hold	39,340	–	–	0.46%	49
2016 Q3	$1.02M	Sell	39,340 -400	-1%	-$10.4K	0.45%	47
2016 Q2	$997K	Sell	39,740 -200	-0.5%	-$4.99K	0.46%	49
2016 Q1	$996K	Hold	39,940	–	–	0.46%	48
2015 Q4	$993K	Hold	39,940	–	–	0.56%	46
2015 Q3	$929K	Sell	39,940 -1,200	-3%	-$29.5K	0.55%	50
2015 Q2	$1.02M	Sell	41,140 -121,832	-75%	-$3.06M	0.57%	46
2015 Q1	$6.19M	Buy	162,972 +121,932	+297%	+$2.98M	3.6%	4
2014 Q4	$981K	Buy	+41,040	New	+$960K	0.6%	48

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

Cambridge Advisors's IWF Position: Q2 2026 in Review

Cambridge Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 26,036 shares worth $3.23M. The position accounts for 0.56% of the portfolio, ranked #30.

Cambridge Advisors first reported a position in IWF in Q4 2014 and has held it in 47 quarters since. The position peaked at $6.19M in Q1 2015. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Cambridge Advisors held 26,036 shares of iShares Russell 1000 Growth ETF worth $3.23M as of Q2 2026.
Cambridge Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.56% of Cambridge Advisors's portfolio in Q2 2026, its #30 holding.
Cambridge Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2014 and has held it in 47 quarters since.
Cambridge Advisors's iShares Russell 1000 Growth ETF position peaked at $6.19M in Q1 2015.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.