Charles Schwab Trust’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Charles Schwab Trust’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	$375K	Hold	3,020	–	–	0.02%	139
2026 Q1	$322K	Sell	3,020 -1,324	-30%	-$150K	0.02%	135
2025 Q4	$514K	Buy	4,344 +564	+15%	+$66.8K	0.03%	115
2025 Q3	$443K	Buy	3,780 +1,700	+82%	+$189K	0.03%	129
2025 Q2	$221K	Buy	+2,080	New	+$199K	0.02%	169
2025 Q1	–	Sell	-7,096	Closed	-$712K	–	172
2024 Q4	$712K	Buy	7,096 +428	+6%	+$42.1K	0.06%	100
2024 Q3	$626K	Hold	6,668	–	–	0.05%	100
2024 Q2	$608K	Sell	6,668 -160	-2%	-$13.7K	0.06%	101
2024 Q1	$576K	Buy	6,828 +2,604	+62%	+$210K	0.05%	102
2023 Q4	$320K	Hold	4,224	–	–	0.03%	140
2023 Q3	$281K	Buy	+4,224	New	+$292K	0.03%	147
2022 Q3	–	Sell	-24,928	Closed	-$1.36M	–	152
2022 Q2	$1.36M	Hold	24,928	–	–	0.28%	56
2022 Q1	$1.73M	Sell	24,928 -1,500	-6%	-$102K	0.3%	51
2021 Q4	$2.02M	Hold	26,428	–	–	0.33%	43
2021 Q3	$1.81M	Hold	26,428	–	–	0.36%	53
2021 Q2	$1.79M	Buy	26,428 +740	+3%	+$47.7K	0.35%	54
2021 Q1	$1.58M	Sell	25,688 -440	-2%	-$26.8K	0.33%	58
2020 Q4	$1.57M	Hold	26,128	–	–	0.38%	59
2020 Q3	$1.42M	Hold	26,128	–	–	0.44%	54
2020 Q2	$1.25M	Buy	+26,128	New	+$1.15M	0.42%	55

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

Charles Schwab Trust's IWF Position: Q2 2026 in Review

Charles Schwab Trust held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 3,020 shares worth $375K. The position accounts for 0.02% of the portfolio, ranked #139.

Charles Schwab Trust first reported a position in IWF in Q2 2020 and has held it in 20 quarters since. The position peaked at $2.02M in Q4 2021. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Charles Schwab Trust held 3,020 shares of iShares Russell 1000 Growth ETF worth $375K as of Q2 2026.
Charles Schwab Trust left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.02% of Charles Schwab Trust's portfolio in Q2 2026, its #139 holding.
Charles Schwab Trust first reported a position in iShares Russell 1000 Growth ETF in Q2 2020 and has held it in 20 quarters since.
Charles Schwab Trust's iShares Russell 1000 Growth ETF position peaked at $2.02M in Q4 2021.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Charles Schwab Trust's 13F filing for Q2 2026, filed 10 Jul 2026.