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

Cascade Wealth 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	$2.13M	Sell	17,116 -51,344	-75%	-$6.19M	0.86%	26
2026 Q1	$2.11M	Buy	68,460 +51,344	+300%	+$5.83M	0.93%	25
2025 Q4	$2.02M	Sell	17,116 -3,240	-16%	-$384K	0.93%	25
2025 Q3	$2.45M	Sell	20,356 -3,580	-15%	-$399K	1.21%	22
2025 Q2	$2.67M	Buy	23,936 +528	+2%	+$50.5K	1.51%	18
2025 Q1	$2.06M	Sell	23,408 -320	-1%	-$31.6K	1.43%	19
2024 Q4	$2.38M	Sell	23,728 -556	-2%	-$54.7K	1.61%	20
2024 Q3	$2.28M	Hold	24,284	–	–	1.63%	20
2024 Q2	$2.13M	Sell	24,284 -1,276	-5%	-$109K	1.57%	19
2024 Q1	$2.13M	Buy	+25,560	New	+$2.06M	1.81%	17

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

Cascade Wealth Advisors's IWF Position: Q2 2026 in Review

Cascade Wealth Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 75% in Q2 2026, selling an estimated $6.19M and leaving 17,116 shares worth $2.13M. The position accounts for 0.86% of the portfolio, ranked #26.

Cascade Wealth Advisors first reported a position in IWF in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.67M in Q2 2025. 2,510 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Cascade Wealth Advisors held 17,116 shares of iShares Russell 1000 Growth ETF worth $2.13M as of Q2 2026.
Cascade Wealth Advisors sold 51,344 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $6.19M.
iShares Russell 1000 Growth ETF made up 0.86% of Cascade Wealth Advisors's portfolio in Q2 2026, its #26 holding.
Cascade Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2024 and has held it in 10 quarters since.
Cascade Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $2.67M in Q2 2025.
2,510 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Cascade Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.