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

Cresta 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	$10.6M	Sell	85,581 -59	-0.1%	-$7.11K	3.81%	8
2026 Q1	$9.13M	Sell	85,640 -1,040	-1%	-$118K	3.74%	8
2025 Q4	$10.3M	Sell	86,680 -720	-0.8%	-$85.3K	4.3%	8
2025 Q3	$10.2M	Sell	87,400 -956	-1%	-$106K	4.57%	8
2025 Q2	$9.38M	Sell	88,356 -1,808	-2%	-$173K	4.57%	8
2025 Q1	$8.14M	Sell	90,164 -2,496	-3%	-$246K	4.22%	9
2024 Q4	$8.7M	Hold	92,660	–	–	4.55%	9
2024 Q3	$8.7M	Sell	92,660 -364	-0.4%	-$33K	4.55%	9
2024 Q2	$8.48M	Buy	93,024 +600	+0.6%	+$51.2K	5.03%	9
2024 Q1	$7.79M	Sell	92,424 -320	-0.3%	-$25.8K	4.94%	8
2023 Q4	$7.03M	Sell	92,744 -748	-0.8%	-$52.9K	4.69%	9
2023 Q3	$6.22M	Sell	93,492 -5,224	-5%	-$361K	4.81%	8
2023 Q2	$6.79M	Sell	98,716 -10,104	-9%	-$643K	5.28%	7
2023 Q1	$6.65M	Sell	108,820 -20,120	-16%	-$1.16M	5.17%	6
2022 Q4	$6.91M	Sell	128,940 -6,588	-5%	-$362K	6.02%	5
2022 Q3	$7.13M	Buy	+135,528	New	+$7.97M	8.8%	4

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

Cresta Advisors's IWF Position: Q2 2026 in Review

Cresta Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.07% in Q2 2026, selling an estimated $7.11K and leaving 85,581 shares worth $10.6M. The position accounts for 3.81% of the portfolio, ranked #8.

Cresta Advisors first reported a position in IWF in Q3 2022 and has held it in 16 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Cresta Advisors held 85,581 shares of iShares Russell 1000 Growth ETF worth $10.6M as of Q2 2026.
Cresta Advisors sold 59 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $7.11K.
iShares Russell 1000 Growth ETF made up 3.81% of Cresta Advisors's portfolio in Q2 2026, its #8 holding.
Cresta Advisors first reported a position in iShares Russell 1000 Growth ETF in Q3 2022 and has held it in 16 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Cresta Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.