Clear Investment Research’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Clear Investment Research’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	-1,028	Closed	-$110K	–	127
2026 Q1	$110K	Buy	+1,028	New	+$117K	0.17%	76
2025 Q4	–	Sell	-1,028	Closed	-$120K	–	134
2025 Q3	$120K	Hold	1,028	–	–	0.16%	81
2025 Q2	$109K	Hold	1,028	–	–	0.14%	83
2025 Q1	$92.8K	Hold	1,028	–	–	0.12%	83
2024 Q4	$103K	Hold	1,028	–	–	0.13%	77
2024 Q3	$96.5K	Hold	1,028	–	–	0.13%	81
2024 Q2	$93.7K	Hold	1,028	–	–	0.12%	78
2024 Q1	$86.6K	Hold	1,028	–	–	0.12%	80
2023 Q4	$77.9K	Hold	1,028	–	–	0.11%	88
2023 Q3	$68.4K	Buy	+1,028	New	+$71K	0.12%	78

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 Investment Research's IWF Position: Q2 2026 in Review

Clear Investment Research sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2026, closing a stake of 1,028 shares — an estimated $110K sold.

Clear Investment Research first reported a position in IWF in Q3 2023 and held it in 10 quarters. The position peaked at $120K in Q3 2025. 2,504 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Clear Investment Research reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2026 after selling out during the quarter.
Clear Investment Research sold 1,028 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $110K.
Clear Investment Research first reported a position in iShares Russell 1000 Growth ETF in Q3 2023 and held it in 10 quarters.
Clear Investment Research's iShares Russell 1000 Growth ETF position peaked at $120K in Q3 2025.
2,504 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.