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

Clearstead 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	$34.2M	Buy	275,194 +41,814	+18%	+$5.04M	4.47%	4
2026 Q1	$24.9M	Buy	233,380 +40,596	+21%	+$4.61M	4.06%	5
2025 Q4	$22.8M	Buy	192,784 +185,360	+2,497%	+$22M	3.59%	6
2025 Q3	$869K	Buy	7,424 +3,052	+70%	+$340K	0.15%	82
2025 Q2	$464K	Buy	4,372 +4,152	+1,887%	+$397K	0.09%	112
2025 Q1	$19.9K	Hold	220	–	–	﹤0.01%	357
2024 Q4	$22.1K	Hold	220	–	–	﹤0.01%	314
2024 Q3	$20.6K	Sell	220 -256	-54%	-$23.2K	﹤0.01%	305
2024 Q2	$43.4K	Hold	476	–	–	0.01%	248
2024 Q1	$40.1K	Hold	476	–	–	0.01%	254
2023 Q4	$36.1K	Hold	476	–	–	0.01%	255
2023 Q3	$31.7K	Buy	476 +256	+116%	+$17.7K	0.01%	256
2023 Q2	$15.1K	Buy	+220	New	+$14K	﹤0.01%	284
2020 Q1	–	Sell	-5,200	Closed	-$229K	–	184
2019 Q4	$229K	Hold	5,200	–	–	0.17%	94
2019 Q3	$208K	Sell	5,200 -44	-0.8%	-$1.76K	0.16%	90
2019 Q2	$206K	Hold	5,244	–	–	0.16%	93
2019 Q1	$199K	Hold	5,244	–	–	0.17%	95
2018 Q4	$172K	Buy	+5,244	New	+$185K	0.16%	99

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

Clearstead Trust's IWF Position: Q2 2026 in Review

Clearstead Trust increased its iShares Russell 1000 Growth ETF (IWF) stake by 18% in Q2 2026, buying an estimated $5.04M and bringing the position to 275,194 shares worth $34.2M. The position accounts for 4.47% of the portfolio, ranked #4.

Clearstead Trust first reported a position in IWF in Q4 2018 and has held it in 18 quarters since. 2,508 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Clearstead Trust held 275,194 shares of iShares Russell 1000 Growth ETF worth $34.2M as of Q2 2026.
Clearstead Trust bought 41,814 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $5.04M.
iShares Russell 1000 Growth ETF made up 4.47% of Clearstead Trust's portfolio in Q2 2026, its #4 holding.
Clearstead Trust first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 18 quarters since.
2,508 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.