Colonial River Investments’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Colonial River Investments’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	$237K	Sell	1,906 -334	-15%	-$40.3K	0.07%	228
2026 Q1	$239K	Buy	2,240 +520	+30%	+$59K	0.09%	206
2025 Q4	$204K	Hold	1,720	–	–	0.07%	223
2025 Q3	$201K	Buy	+1,720	New	+$192K	0.07%	233
2022 Q2	–	Sell	-3,304	Closed	-$229K	–	209
2022 Q1	$229K	Sell	3,304 -244	-7%	-$16.7K	0.13%	180
2021 Q4	$271K	Buy	+3,548	New	+$263K	0.15%	173
2021 Q3	–	Sell	-4,084	Closed	-$277K	–	121
2021 Q2	$277K	Sell	4,084 -216	-5%	-$13.9K	0.2%	126
2021 Q1	$261K	Sell	4,300 -208	-5%	-$12.7K	0.21%	116
2020 Q4	$284K	Buy	+4,508	New	+$257K	0.13%	106

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 22.9% 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

Colonial River Investments's IWF Position: Q2 2026 in Review

Colonial River Investments reduced its iShares Russell 1000 Growth ETF (IWF) stake by 15% in Q2 2026, selling an estimated $40.3K and leaving 1,906 shares worth $237K. The position accounts for 0.07% of the portfolio, ranked #228.

Colonial River Investments first reported a position in IWF in Q4 2020 and has held it in 9 quarters since. The position peaked at $284K in Q4 2020. 2,517 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Colonial River Investments held 1,906 shares of iShares Russell 1000 Growth ETF worth $237K as of Q2 2026.
Colonial River Investments sold 334 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $40.3K.
iShares Russell 1000 Growth ETF made up 0.07% of Colonial River Investments's portfolio in Q2 2026, its #228 holding.
Colonial River Investments first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 9 quarters since.
Colonial River Investments's iShares Russell 1000 Growth ETF position peaked at $284K in Q4 2020.
2,517 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Colonial River Investments's 13F filing for Q2 2026, filed 24 Jul 2026.