Clayton Financial Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Clayton Financial Group’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	–	Sell	-1,584	Closed	-$169K	–	327
2026 Q1	$169K	Buy	1,584 +348	+28%	+$39.5K	0.09%	82
2025 Q4	$146K	Sell	1,236 -128	-9%	-$15.2K	0.07%	90
2025 Q3	$160K	Buy	+1,364	New	+$152K	0.12%	56
2025 Q2	–	Sell	-135,564	Closed	-$12.2M	–	64
2025 Q1	$12.2M	Sell	135,564 -2,168	-2%	-$214K	4.49%	5
2024 Q4	$13.8M	Sell	137,732 -3,112	-2%	-$306K	4.98%	5
2024 Q3	$13.2M	Sell	140,844 -3,792	-3%	-$344K	4.95%	5
2024 Q2	$12.2M	Buy	144,636 +2,280	+2%	+$195K	5.27%	5
2024 Q1	$12M	Buy	142,356 +4,004	+3%	+$323K	5.46%	5
2023 Q4	$10.5M	Buy	+138,352	New	+$9.78M	6.53%	5

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

Clayton Financial Group's IWF Position: Q2 2026 in Review

Clayton Financial Group sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2026, closing a stake of 1,584 shares — an estimated $169K sold.

Clayton Financial Group first reported a position in IWF in Q4 2023 and held it in 9 quarters. The position peaked at $13.8M in Q4 2024. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Clayton Financial Group reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2026 after selling out during the quarter.
Clayton Financial Group sold 1,584 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $169K.
Clayton Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and held it in 9 quarters.
Clayton Financial Group's iShares Russell 1000 Growth ETF position peaked at $13.8M in Q4 2024.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.