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

Castle 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	$2.14M	Hold	17,232	–	–	0.63%	42
2026 Q1	$1.84M	Sell	17,232 -116	-0.7%	-$13.2K	0.6%	43
2025 Q4	$2.05M	Sell	17,348 -64	-0.4%	-$7.58K	0.68%	42
2025 Q3	$2.04M	Sell	17,412 -168	-1%	-$18.7K	0.69%	42
2025 Q2	$1.87M	Hold	17,580	–	–	0.68%	44
2025 Q1	$1.59M	Hold	17,580	–	–	0.62%	41
2024 Q4	$1.76M	Sell	17,580 -168	-0.9%	-$16.5K	0.69%	41
2024 Q3	$1.67M	Sell	17,748 -220	-1%	-$19.9K	0.67%	40
2024 Q2	$1.64M	Hold	17,968	–	–	0.78%	35
2024 Q1	$1.51M	Sell	17,968 -60	-0.3%	-$4.83K	0.79%	38
2023 Q4	$1.37M	Hold	18,028	–	–	0.82%	37
2023 Q3	$1.2M	Sell	18,028 -116	-0.6%	-$8.01K	0.86%	34
2023 Q2	$1.25M	Hold	18,144	–	–	0.87%	33
2023 Q1	$1.11M	Hold	18,144	–	–	0.86%	32
2022 Q4	$972K	Buy	18,144 +764	+4%	+$42K	0.61%	37
2022 Q3	$914K	Sell	17,380 -328	-2%	-$19.3K	0.55%	37
2022 Q2	$968K	Buy	+17,708	New	+$1.06M	0.56%	36

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

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

Castle Wealth Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 17,232 shares worth $2.14M. The position accounts for 0.63% of the portfolio, ranked #42.

Castle Wealth Management first reported a position in IWF in Q2 2022 and has held it in 17 quarters since. 2,504 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Castle Wealth Management held 17,232 shares of iShares Russell 1000 Growth ETF worth $2.14M as of Q2 2026.
Castle Wealth Management left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.63% of Castle Wealth Management's portfolio in Q2 2026, its #42 holding.
Castle Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2022 and has held it in 17 quarters since.
2,504 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Castle Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.