Certuity’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Certuity’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	$7.08M	Sell	57,048 -492	-0.9%	-$59.3K	0.35%	45
2026 Q1	$6.13M	Sell	57,540 -15,084	-21%	-$1.71M	0.4%	48
2025 Q4	$8.59M	Sell	72,624 -1,152	-2%	-$136K	0.54%	35
2025 Q3	$8.64M	Buy	73,776 +2,544	+4%	+$283K	0.59%	37
2025 Q2	$7.56M	Sell	71,232 -3,604	-5%	-$345K	0.71%	33
2025 Q1	$6.76M	Buy	74,836 +4,648	+7%	+$459K	0.71%	34
2024 Q4	$7.05M	Sell	70,188 -2,888	-4%	-$284K	0.77%	33
2024 Q3	$6.86M	Sell	73,076 -51,596	-41%	-$4.68M	0.74%	33
2024 Q2	$11.4M	Sell	124,672 -7,084	-5%	-$605K	0.91%	25
2024 Q1	$11.1M	Buy	131,756 +148	+0.1%	+$11.9K	0.97%	28
2023 Q4	$9.97M	Buy	131,608 +4,304	+3%	+$304K	1.01%	27
2023 Q3	$8.47M	Sell	127,304 -612	-0.5%	-$42.3K	1%	28
2023 Q2	$8.8M	Buy	127,916 +1,512	+1%	+$96.2K	1%	28
2023 Q1	$7.72M	Sell	126,404 -36,156	-22%	-$2.08M	1.14%	24
2022 Q4	$8.71M	Buy	162,560 +28,060	+21%	+$1.54M	1.38%	23
2022 Q3	$7.08M	Sell	134,500 -14,868	-10%	-$874K	1.64%	12
2022 Q2	$8.17M	Sell	149,368 -108,264	-42%	-$6.5M	2.13%	12
2022 Q1	$17.9M	Buy	257,632 +19,980	+8%	+$1.36M	3.86%	5
2021 Q4	$18.2M	Buy	237,652 +68,104	+40%	+$5.05M	3.9%	6
2021 Q3	$11.6M	Buy	169,548 +28,040	+20%	+$1.98M	2.32%	7
2021 Q2	$9.6M	Buy	141,508 +6,860	+5%	+$442K	2.22%	8
2021 Q1	$8.18M	Buy	134,648 +3,132	+2%	+$191K	2.2%	8
2020 Q4	$7.93M	Buy	131,516 +18,300	+16%	+$1.04M	2.55%	6
2020 Q3	$6.14M	Buy	113,216 +6,500	+6%	+$342K	2.42%	6
2020 Q2	$5.12M	Sell	106,716 -15,724	-13%	-$693K	2.38%	7
2020 Q1	$4.61M	Sell	122,440 -1,696	-1%	-$73.1K	2.56%	7
2019 Q4	$5.46M	Buy	+124,136	New	+$5.18M	2.61%	8

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

Certuity's IWF Position: Q2 2026 in Review

Certuity reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.86% in Q2 2026, selling an estimated $59.3K and leaving 57,048 shares worth $7.08M. The position accounts for 0.35% of the portfolio, ranked #45.

Certuity first reported a position in IWF in Q4 2019 and has held it in 27 quarters since. The position peaked at $18.2M in Q4 2021. 2,502 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Certuity held 57,048 shares of iShares Russell 1000 Growth ETF worth $7.08M as of Q2 2026.
Certuity sold 492 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $59.3K.
iShares Russell 1000 Growth ETF made up 0.35% of Certuity's portfolio in Q2 2026, its #45 holding.
Certuity first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 27 quarters since.
Certuity's iShares Russell 1000 Growth ETF position peaked at $18.2M in Q4 2021.
2,502 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.