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

CreativeOne Wealth’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	$6.16M	Sell	49,610 -1,586	-3%	-$191K	0.13%	136
2026 Q1	$5.46M	Buy	51,196 +172	+0.3%	+$19.5K	0.13%	155
2025 Q4	$6.04M	Buy	51,024 +1,288	+3%	+$153K	0.15%	126
2025 Q3	$5.82M	Sell	49,736 -4,036	-8%	-$449K	0.14%	131
2025 Q2	$5.71M	Buy	53,772 +2,976	+6%	+$285K	0.15%	134
2025 Q1	$4.59M	Sell	50,796 -13,648	-21%	-$1.35M	0.14%	149
2024 Q4	$6.47M	Buy	64,444 +1,388	+2%	+$137K	0.2%	99
2024 Q3	$5.92M	Buy	63,056 +20,912	+50%	+$1.9M	0.2%	102
2024 Q2	$3.84M	Sell	42,144 -15,252	-27%	-$1.3M	0.19%	109
2024 Q1	$4.84M	Buy	57,396 +18,920	+49%	+$1.52M	0.19%	106
2023 Q4	$2.92M	Buy	38,476 +11,144	+41%	+$788K	0.19%	106
2023 Q3	$1.82M	Sell	27,332 -49,720	-65%	-$3.43M	0.13%	156
2023 Q2	$5.3M	Sell	77,052 -35,932	-32%	-$2.28M	0.25%	76
2023 Q1	$6.9M	Sell	112,984 -30,312	-21%	-$1.75M	0.34%	58
2022 Q4	$7.67M	Sell	143,296 -3,112	-2%	-$171K	0.42%	52
2022 Q3	$7.7M	Buy	146,408 +101,168	+224%	+$5.95M	0.46%	45
2022 Q2	$2.47M	Buy	45,240 +9,152	+25%	+$549K	0.13%	123
2022 Q1	$2.5M	Sell	36,088 -452	-1%	-$30.9K	0.13%	129
2021 Q4	$2.79M	Buy	36,540 +12,760	+54%	+$946K	0.14%	127
2021 Q3	$1.63M	Sell	23,780 -960	-4%	-$67.9K	0.1%	185
2021 Q2	$1.68M	Buy	24,740 +1,312	+6%	+$84.6K	0.1%	170
2021 Q1	$1.42M	Buy	23,428 +3,168	+16%	+$193K	0.11%	161
2020 Q4	$1.22M	Sell	20,260 -1,596	-7%	-$90.8K	0.1%	155
2020 Q3	$1.19M	Buy	21,856 +2,644	+14%	+$139K	0.16%	93
2020 Q2	$922K	Buy	19,212 +2,192	+13%	+$96.6K	0.14%	90
2020 Q1	$641K	Buy	17,020 +2,748	+19%	+$118K	0.12%	84
2019 Q4	$628K	Buy	14,272 +7,752	+119%	+$324K	0.11%	93
2019 Q3	$260K	Hold	6,520	–	–	0.05%	148
2019 Q2	$257K	Sell	6,520 -1,524	-19%	-$59K	0.05%	144
2019 Q1	$305K	Sell	8,044 -440	-5%	-$15.8K	0.08%	100
2018 Q4	$277K	Buy	+8,484	New	+$299K	0.09%	86

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

CreativeOne Wealth's IWF Position: Q2 2026 in Review

CreativeOne Wealth reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3.1% in Q2 2026, selling an estimated $191K and leaving 49,610 shares worth $6.16M. The position accounts for 0.13% of the portfolio, ranked #136.

CreativeOne Wealth first reported a position in IWF in Q4 2018 and has held it in 31 quarters since. The position peaked at $7.7M in Q3 2022. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

CreativeOne Wealth held 49,610 shares of iShares Russell 1000 Growth ETF worth $6.16M as of Q2 2026.
CreativeOne Wealth sold 1,586 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $191K.
iShares Russell 1000 Growth ETF made up 0.13% of CreativeOne Wealth's portfolio in Q2 2026, its #136 holding.
CreativeOne Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 31 quarters since.
CreativeOne Wealth's iShares Russell 1000 Growth ETF position peaked at $7.7M in Q3 2022.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.