Carson Advisory’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Carson Advisory’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	$379K	Sell	3,051 -33	-1%	-$3.98K	0.17%	117
2026 Q1	$329K	Sell	3,084 -56	-2%	-$6.36K	0.17%	122
2025 Q4	$372K	Sell	3,140 -160	-5%	-$19K	0.19%	104
2025 Q3	$387K	Sell	3,300 -96	-3%	-$10.7K	0.21%	101
2025 Q2	$360K	Sell	3,396 -224	-6%	-$21.4K	0.23%	104
2025 Q1	$327K	Hold	3,620	–	–	0.22%	107
2024 Q4	$363K	Sell	3,620 -484	-12%	-$47.6K	0.25%	95
2024 Q3	$385K	Buy	4,104 +924	+29%	+$83.8K	0.24%	103
2024 Q2	$290K	Sell	3,180 -28	-0.9%	-$2.39K	0.2%	116
2024 Q1	$270K	Sell	3,208 -400	-11%	-$32.2K	0.19%	126
2023 Q4	$273K	Buy	3,608 +4	+0.1%	+$283	0.21%	118
2023 Q3	$240K	Buy	3,604 +336	+10%	+$23.2K	0.21%	128
2023 Q2	$225K	Buy	+3,268	New	+$208K	0.19%	136
2022 Q1	–	Sell	-2,772	Closed	-$212K	–	139
2021 Q4	$212K	Buy	+2,772	New	+$205K	0.21%	122

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

Carson Advisory's IWF Position: Q2 2026 in Review

Carson Advisory reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.1% in Q2 2026, selling an estimated $3.98K and leaving 3,051 shares worth $379K. The position accounts for 0.17% of the portfolio, ranked #117.

Carson Advisory first reported a position in IWF in Q4 2021 and has held it in 14 quarters since. The position peaked at $387K in Q3 2025. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Carson Advisory held 3,051 shares of iShares Russell 1000 Growth ETF worth $379K as of Q2 2026.
Carson Advisory sold 33 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $3.98K.
iShares Russell 1000 Growth ETF made up 0.17% of Carson Advisory's portfolio in Q2 2026, its #117 holding.
Carson Advisory first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 14 quarters since.
Carson Advisory's iShares Russell 1000 Growth ETF position peaked at $387K in Q3 2025.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.