Core Wealth Advisors (Florida)’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Core Wealth Advisors (Florida)’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	$1.01M	Buy	8,144 +224	+3%	+$27K	0.2%	47
2026 Q1	$844K	Hold	7,920	–	–	0.2%	45
2025 Q4	$937K	Hold	7,920	–	–	0.24%	38
2025 Q3	$927K	Buy	+7,920	New	+$882K	0.24%	39
2024 Q2	–	Sell	-1,260	Closed	-$106K	–	143
2024 Q1	$106K	Hold	1,260	–	–	0.04%	71
2023 Q4	$95.4K	Buy	1,260 +548	+77%	+$38.8K	0.04%	67
2023 Q3	$47.4K	Hold	712	–	–	0.02%	80
2023 Q2	$49.1K	Hold	712	–	–	0.02%	81
2023 Q1	$43.6K	Hold	712	–	–	0.02%	83
2022 Q4	$38.2K	Hold	712	–	–	0.02%	88
2022 Q3	$38K	Hold	712	–	–	0.02%	76
2022 Q2	$39K	Hold	712	–	–	0.02%	77
2022 Q1	$50K	Hold	712	–	–	0.03%	79
2021 Q4	$54K	Hold	712	–	–	0.03%	84
2021 Q3	$49K	Hold	712	–	–	0.03%	80
2021 Q2	$48K	Hold	712	–	–	0.03%	71
2021 Q1	$43K	Hold	712	–	–	0.04%	65
2020 Q4	$43K	Hold	712	–	–	0.04%	62
2020 Q3	$39K	Hold	712	–	–	0.04%	58
2020 Q2	$34K	Hold	712	–	–	0.03%	64
2020 Q1	$27K	Sell	712 -1,000	-58%	-$43.1K	0.02%	63
2019 Q4	$75K	Buy	+1,712	New	+$71.5K	0.04%	43

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

Core Wealth Advisors (Florida)'s IWF Position: Q2 2026 in Review

Core Wealth Advisors (Florida) increased its iShares Russell 1000 Growth ETF (IWF) stake by 2.8% in Q2 2026, buying an estimated $27K and bringing the position to 8,144 shares worth $1.01M. The position accounts for 0.2% of the portfolio, ranked #47.

Core Wealth Advisors (Florida) first reported a position in IWF in Q4 2019 and has held it in 22 quarters since. 2,493 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Core Wealth Advisors (Florida) held 8,144 shares of iShares Russell 1000 Growth ETF worth $1.01M as of Q2 2026.
Core Wealth Advisors (Florida) bought 224 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $27K.
iShares Russell 1000 Growth ETF made up 0.2% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #47 holding.
Core Wealth Advisors (Florida) first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 22 quarters since.
2,493 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.