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

Channel 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	$217K	Sell	1,751 -137	-7%	-$16.5K	0.05%	174
2026 Q1	$201K	Sell	1,888 -24	-1%	-$2.72K	0.05%	166
2025 Q4	$226K	Hold	1,912	–	–	0.06%	158
2025 Q3	$224K	Sell	1,912 -32	-2%	-$3.56K	0.06%	159
2025 Q2	$206K	Buy	+1,944	New	+$186K	0.06%	164
2024 Q1	–	Sell	-45,248	Closed	-$3.43M	–	189
2023 Q4	$3.43M	Buy	+45,248	New	+$3.2M	1.62%	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

Channel Wealth's IWF Position: Q2 2026 in Review

Channel Wealth reduced its iShares Russell 1000 Growth ETF (IWF) stake by 7.3% in Q2 2026, selling an estimated $16.5K and leaving 1,751 shares worth $217K. The position accounts for 0.05% of the portfolio, ranked #174.

Channel Wealth first reported a position in IWF in Q4 2023 and has held it in 6 quarters since. The position peaked at $3.43M in Q4 2023. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Channel Wealth held 1,751 shares of iShares Russell 1000 Growth ETF worth $217K as of Q2 2026.
Channel Wealth sold 137 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $16.5K.
iShares Russell 1000 Growth ETF made up 0.05% of Channel Wealth's portfolio in Q2 2026, its #174 holding.
Channel Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 6 quarters since.
Channel Wealth's iShares Russell 1000 Growth ETF position peaked at $3.43M in Q4 2023.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Channel Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.