CM Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

CM Wealth Advisors’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	$903K	Sell	7,276 -20	-0.3%	-$2.41K	0.16%	57
2026 Q1	$778K	Buy	+7,296	New	+$828K	0.17%	57
2024 Q2	–	Sell	-2,776	Closed	-$233K	–	125
2024 Q1	$233K	Buy	+2,776	New	+$224K	0.07%	156

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

CM Wealth Advisors's IWF Position: Q2 2026 in Review

CM Wealth Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.27% in Q2 2026, selling an estimated $2.41K and leaving 7,276 shares worth $903K. The position accounts for 0.16% of the portfolio, ranked #57.

CM Wealth Advisors first reported a position in IWF in Q1 2024 and has held it in 3 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

CM Wealth Advisors held 7,276 shares of iShares Russell 1000 Growth ETF worth $903K as of Q2 2026.
CM Wealth Advisors sold 20 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $2.41K.
iShares Russell 1000 Growth ETF made up 0.16% of CM Wealth Advisors's portfolio in Q2 2026, its #57 holding.
CM Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2024 and has held it in 3 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.