CIC
IWF icon

Concord Investment Counsel’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Concord Investment Counsel’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 		$5.34M Buy
+43,657
New +$5.26M 1.46% 23
2024
Q1 		$4.39M Buy
+52,128
New +$4.2M 1.59% 20

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Concord Investment Counsel's IWF Position: Q2 2026 in Review

Concord Investment Counsel opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q2 2026: 43,657 shares worth $5.34M. The stake represents 1.46% of the portfolio and ranks #23 among its holdings. This is a return to the name: Concord Investment Counsel previously reported a position in IWF as recently as Q1 2024.

Concord Investment Counsel first reported a position in IWF in Q1 2024 and has held it in 2 quarters since. 2,516 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Concord Investment Counsel held 43,657 shares of iShares Russell 1000 Growth ETF worth $5.34M as of Q2 2026.
  • iShares Russell 1000 Growth ETF was a new Concord Investment Counsel position in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 1.46% of Concord Investment Counsel's portfolio in Q2 2026, its #23 holding.
  • Concord Investment Counsel first reported a position in iShares Russell 1000 Growth ETF in Q1 2024 and has held it in 2 quarters since.
  • 2,516 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Concord Investment Counsel's 13F filing for Q2 2026, filed 12 Aug 2026.