Clear Harbor Asset Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Clear Harbor Asset Management’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	$20M	Sell	161,406 -1,626	-1%	-$196K	1.24%	17
2026 Q1	$17.4M	Sell	163,032 -836	-0.5%	-$94.9K	1.2%	18
2025 Q4	$19.4M	Buy	163,868 +3,080	+2%	+$365K	1.31%	17
2025 Q3	$18.8M	Sell	160,788 -504	-0.3%	-$56.1K	1.31%	17
2025 Q2	$17.1M	Buy	161,292 +2,240	+1%	+$214K	1.28%	16
2025 Q1	$14.4M	Buy	159,052 +264	+0.2%	+$26K	1.13%	15
2024 Q4	$15.9M	Buy	158,788 +12,220	+8%	+$1.2M	1.27%	15
2024 Q3	$13.8M	Sell	146,568 -380	-0.3%	-$34.5K	1.12%	19
2024 Q2	$13.4M	Buy	146,948 +1,656	+1%	+$141K	1.15%	18
2024 Q1	$12.2M	Buy	145,292 +964	+0.7%	+$77.7K	1.07%	21
2023 Q4	$10.9M	Sell	144,328 -4,092	-3%	-$289K	1%	22
2023 Q3	$9.87M	Sell	148,420 -784	-0.5%	-$54.1K	1.02%	21
2023 Q2	$10.3M	Buy	149,204 +940	+0.6%	+$59.8K	1.01%	23
2023 Q1	$9.06M	Buy	148,264 +1,628	+1%	+$93.8K	0.93%	24
2022 Q4	$7.85M	Buy	146,636 +3,720	+3%	+$205K	0.98%	22
2022 Q3	$7.52M	Buy	142,916 +1,920	+1%	+$113K	1.05%	23
2022 Q2	$7.71M	Hold	140,996	–	–	1.03%	23
2022 Q1	$9.79M	Buy	140,996 +6,236	+5%	+$426K	1.11%	19
2021 Q4	$10.3M	Buy	134,760 +15,488	+13%	+$1.15M	1.12%	17
2021 Q3	$8.17M	Buy	+119,272	New	+$8.44M	0.15%	36

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

Clear Harbor Asset Management's IWF Position: Q2 2026 in Review

Clear Harbor Asset Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1% in Q2 2026, selling an estimated $196K and leaving 161,406 shares worth $20M. The position accounts for 1.24% of the portfolio, ranked #17.

Clear Harbor Asset Management first reported a position in IWF in Q3 2021 and has held it in 20 quarters since. 2,491 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Clear Harbor Asset Management held 161,406 shares of iShares Russell 1000 Growth ETF worth $20M as of Q2 2026.
Clear Harbor Asset Management sold 1,626 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $196K.
iShares Russell 1000 Growth ETF made up 1.24% of Clear Harbor Asset Management's portfolio in Q2 2026, its #17 holding.
Clear Harbor Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2021 and has held it in 20 quarters since.
2,491 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Clear Harbor Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.