Connecticut Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Connecticut Wealth Management’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	$13.1M	Sell	105,105 -11,207	-10%	-$1.35M	0.48%	31
2026 Q1	$12.4M	Buy	116,312 +2,232	+2%	+$253K	0.52%	30
2025 Q4	$13.5M	Sell	114,080 -5,400	-5%	-$640K	0.59%	29
2025 Q3	$14M	Buy	119,480 +5,064	+4%	+$564K	0.62%	29
2025 Q2	$12.1M	Sell	114,416 -128	-0.1%	-$12.2K	0.58%	30
2025 Q1	$10.3M	Sell	114,544 -992	-0.9%	-$97.9K	0.54%	31
2024 Q4	$11.6M	Sell	115,536 -640	-0.6%	-$62.9K	0.57%	26
2024 Q3	$10.9M	Sell	116,176 -2,096	-2%	-$190K	0.53%	32
2024 Q2	$10.8M	Buy	118,272 +776	+0.7%	+$66.3K	0.56%	33
2024 Q1	$9.9M	Sell	117,496 -1,164	-1%	-$93.8K	0.53%	32
2023 Q4	$8.99M	Buy	118,660 +5,776	+5%	+$408K	0.52%	34
2023 Q3	$7.51M	Sell	112,884 -4,132	-4%	-$285K	0.51%	35
2023 Q2	$8.05M	Sell	117,016 -4,000	-3%	-$254K	0.56%	34
2023 Q1	$7.39M	Sell	121,016 -1,540	-1%	-$88.7K	0.56%	34
2022 Q4	$6.56M	Sell	122,556 -1,664	-1%	-$91.5K	0.56%	36
2022 Q3	$6.53M	Hold	124,220	–	–	0.61%	30
2022 Q2	$6.79M	Buy	124,220 +1,668	+1%	+$100K	0.59%	30
2022 Q1	$8.51M	Buy	122,552 +1,668	+1%	+$114K	0.65%	29
2021 Q4	$9.23M	Sell	120,884 -11,600	-9%	-$860K	0.72%	28
2021 Q3	$9.08M	Sell	132,484 -5,964	-4%	-$422K	0.79%	23
2021 Q2	$9.4M	Buy	+138,448	New	+$8.93M	0.83%	23
2020 Q4	–	Sell	-152,132	Closed	-$8.25M	–	201
2020 Q3	$8.25M	Buy	+152,132	New	+$8.01M	0.91%	20
2020 Q2	–	Sell	-151,060	Closed	-$5.69M	–	146
2020 Q1	$5.69M	Sell	151,060 -27,392	-15%	-$1.18M	0.85%	28
2019 Q4	$7.85M	Sell	178,452 -5,392	-3%	-$225K	0.86%	27
2019 Q3	$7.34M	Buy	183,844 +4	+0%	+$160	0.9%	25
2019 Q2	$7.23M	Buy	+183,840	New	+$7.11M	0.89%	25

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

Connecticut Wealth Management's IWF Position: Q2 2026 in Review

Connecticut Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 9.6% in Q2 2026, selling an estimated $1.35M and leaving 105,105 shares worth $13.1M. The position accounts for 0.48% of the portfolio, ranked #31.

Connecticut Wealth Management first reported a position in IWF in Q2 2019 and has held it in 26 quarters since. The position peaked at $14M in Q3 2025. 2,510 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Connecticut Wealth Management held 105,105 shares of iShares Russell 1000 Growth ETF worth $13.1M as of Q2 2026.
Connecticut Wealth Management sold 11,207 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $1.35M.
iShares Russell 1000 Growth ETF made up 0.48% of Connecticut Wealth Management's portfolio in Q2 2026, its #31 holding.
Connecticut Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2019 and has held it in 26 quarters since.
Connecticut Wealth Management's iShares Russell 1000 Growth ETF position peaked at $14M in Q3 2025.
2,510 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.