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

Cedarwood Wealth’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	$2.11M	Buy	17,030 +898	+6%	+$108K	1.6%	18
2026 Q1	$1.72M	Buy	16,132 +112	+0.7%	+$12.7K	1.74%	17
2025 Q4	$1.89M	Buy	+16,020	New	+$1.9M	2.1%	13

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

Cedarwood Wealth's IWF Position: Q2 2026 in Review

Cedarwood Wealth increased its iShares Russell 1000 Growth ETF (IWF) stake by 5.6% in Q2 2026, buying an estimated $108K and bringing the position to 17,030 shares worth $2.11M. The position accounts for 1.6% of the portfolio, ranked #18.

Cedarwood Wealth first reported a position in IWF in Q4 2025 and has held it in 3 quarters since. 2,494 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Cedarwood Wealth held 17,030 shares of iShares Russell 1000 Growth ETF worth $2.11M as of Q2 2026.
Cedarwood Wealth bought 898 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $108K.
iShares Russell 1000 Growth ETF made up 1.6% of Cedarwood Wealth's portfolio in Q2 2026, its #18 holding.
Cedarwood Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2025 and has held it in 3 quarters since.
2,494 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Cedarwood Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.