Concurrent Investment Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Concurrent Investment 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	$43.2M	Buy	348,273 +102,605	+42%	+$12.4M	0.37%	48
2026 Q1	$26.2M	Sell	245,668 -96	-0%	-$10.9K	0.28%	69
2025 Q4	$29.1M	Buy	245,764 +216,172	+731%	+$25.6M	0.33%	59
2025 Q3	$3.47M	Buy	29,592 +2,908	+11%	+$324K	0.06%	319
2025 Q2	$2.83M	Buy	26,684 +2,812	+12%	+$269K	0.05%	347
2025 Q1	$2.16M	Buy	23,872 +1,404	+6%	+$139K	0.05%	352
2024 Q4	$2.26M	Buy	22,468 +208	+0.9%	+$20.5K	0.06%	297
2024 Q3	$2.09M	Sell	22,260 -17,496	-44%	-$1.59M	0.06%	305
2024 Q2	$3.62M	Buy	39,756 +9,192	+30%	+$785K	0.12%	178
2024 Q1	$2.58M	Buy	30,564 +19,884	+186%	+$1.6M	0.1%	203
2023 Q4	$809K	Buy	+10,680	New	+$755K	0.04%	373

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

Concurrent Investment Advisors's IWF Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 42% in Q2 2026, buying an estimated $12.4M and bringing the position to 348,273 shares worth $43.2M. The position accounts for 0.37% of the portfolio, ranked #48.

Concurrent Investment Advisors first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. 2,491 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Concurrent Investment Advisors held 348,273 shares of iShares Russell 1000 Growth ETF worth $43.2M as of Q2 2026.
Concurrent Investment Advisors bought 102,605 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $12.4M.
iShares Russell 1000 Growth ETF made up 0.37% of Concurrent Investment Advisors's portfolio in Q2 2026, its #48 holding.
Concurrent Investment Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,491 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.