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

Centerpoint 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	$186K	Hold	1,500	–	–	0.05%	93
2026 Q1	$160K	Hold	1,500	–	–	0.05%	95
2025 Q4	$177K	Hold	1,500	–	–	0.05%	89
2025 Q3	$176K	Hold	1,500	–	–	0.05%	90
2025 Q2	$159K	Hold	1,500	–	–	0.05%	95
2025 Q1	$135K	Hold	1,500	–	–	0.05%	104
2024 Q4	$151K	Sell	1,500 -1,916	-56%	-$188K	0.05%	101
2024 Q3	$321K	Hold	3,416	–	–	0.11%	70
2024 Q2	$311K	Buy	+3,416	New	+$292K	0.11%	67
2023 Q2	–	Sell	-500	Closed	-$31K	–	593
2023 Q1	$31K	Sell	500 -8	-2%	-$461	0.01%	203
2022 Q4	$27K	Buy	508 +8	+2%	+$440	0.01%	183
2022 Q3	$26K	Buy	+500	New	+$29.4K	0.01%	168
2020 Q3	–	Sell	-404	Closed	-$19K	–	255
2020 Q2	$19K	Hold	404	–	–	0.02%	127
2020 Q1	$15K	Buy	+404	New	+$17.4K	0.01%	127
2019 Q4	–	Sell	-600	Closed	-$24K	–	273
2019 Q3	$24K	Hold	600	–	–	0.02%	126
2019 Q2	$24K	Hold	600	–	–	0.02%	126
2019 Q1	$23K	Hold	600	–	–	0.02%	124
2018 Q4	$20K	Hold	600	–	–	0.02%	129
2018 Q3	$23K	Hold	600	–	–	0.02%	126
2018 Q2	$22K	Sell	600 -588	-49%	-$20.8K	0.02%	136
2018 Q1	$40K	Hold	1,188	–	–	0.03%	101
2017 Q4	$40K	Buy	+1,188	New	+$38.9K	0.04%	84

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

Centerpoint Advisors's IWF Position: Q2 2026 in Review

Centerpoint Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 1,500 shares worth $186K. The position accounts for 0.05% of the portfolio, ranked #93.

Centerpoint Advisors first reported a position in IWF in Q4 2017 and has held it in 22 quarters since. The position peaked at $321K in Q3 2024. 2,510 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Centerpoint Advisors held 1,500 shares of iShares Russell 1000 Growth ETF worth $186K as of Q2 2026.
Centerpoint Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.05% of Centerpoint Advisors's portfolio in Q2 2026, its #93 holding.
Centerpoint Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and has held it in 22 quarters since.
Centerpoint Advisors's iShares Russell 1000 Growth ETF position peaked at $321K in Q3 2024.
2,510 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.