CBIZ Investment Advisory Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

CBIZ Investment Advisory Services’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	$1.43M	Sell	3,353 -10,059	-75%	-$1.21M	0.05%	21
2026 Q1	$1.43M	Hold	13,412	–	–	0.05%	21
2025 Q4	$1.59M	Buy	13,412 +4,764	+55%	+$564K	0.06%	23
2025 Q3	$1.01M	Sell	8,648 -800	-8%	-$89.1K	0.04%	26
2025 Q2	$1M	Sell	9,448 -2,668	-22%	-$255K	0.04%	22
2025 Q1	$1.09M	Sell	12,116 -296	-2%	-$29.2K	0.05%	23
2024 Q4	$1.25M	Buy	12,412 +148	+1%	+$14.6K	0.06%	23
2024 Q3	$1.15M	Sell	12,264 -700	-5%	-$63.5K	0.06%	23
2024 Q2	$1.18M	Hold	12,964	–	–	0.07%	21
2024 Q1	$1.09M	Hold	12,964	–	–	0.08%	23
2023 Q4	$983K	Hold	12,964	–	–	0.07%	24
2023 Q3	$864K	Buy	12,964 +340	+3%	+$23.5K	0.08%	18
2023 Q2	$868K	Hold	12,624	–	–	0.07%	19
2023 Q1	$771K	Sell	12,624 -14,420	-53%	-$831K	0.07%	20
2022 Q4	$1.45M	Sell	27,044 -10,432	-28%	-$574K	0.56%	20
2022 Q3	$1.97M	Hold	37,476	–	–	1.98%	12
2022 Q2	$2.05M	Buy	+37,476	New	+$2.25M	0.19%	21
2022 Q1	–	Sell	-37,476	Closed	-$2.86M	–	28
2021 Q4	$2.86M	Buy	+37,476	New	+$2.78M	0.22%	18
2021 Q3	–	Hold	0	–	–	–	17
2021 Q2	–	Hold	0	–	–	–	17
2021 Q1	–	Hold	0	–	–	–	24
2020 Q4	–	Hold	0	–	–	–	12
2020 Q3	–	Hold	0	–	–	–	13
2020 Q2	–	Hold	0	–	–	–	14
2020 Q1	–	Hold	0	–	–	–	13
2019 Q4	–	Hold	0	–	–	–	14

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

CBIZ Investment Advisory Services's IWF Position: Q2 2026 in Review

CBIZ Investment Advisory Services reduced its iShares Russell 1000 Growth ETF (IWF) stake by 75% in Q2 2026, selling an estimated $1.21M and leaving 3,353 shares worth $1.43M. The position accounts for 0.05% of the portfolio, ranked #21.

CBIZ Investment Advisory Services first reported a position in IWF in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.86M in Q4 2021. 2,514 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

CBIZ Investment Advisory Services held 3,353 shares of iShares Russell 1000 Growth ETF worth $1.43M as of Q2 2026.
CBIZ Investment Advisory Services sold 10,059 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $1.21M.
iShares Russell 1000 Growth ETF made up 0.05% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #21 holding.
CBIZ Investment Advisory Services first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 18 quarters since.
CBIZ Investment Advisory Services's iShares Russell 1000 Growth ETF position peaked at $2.86M in Q4 2021.
2,514 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.