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

Crewe 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	$3.07M	Sell	24,743 -1,949	-7%	-$235K	0.22%	48
2026 Q1	$2.85M	Sell	26,692 -600	-2%	-$68.1K	0.24%	50
2025 Q4	$3.23M	Sell	27,292 -660	-2%	-$78.2K	0.29%	43
2025 Q3	$3.27M	Buy	27,952 +1,716	+7%	+$191K	0.31%	43
2025 Q2	$2.78M	Sell	26,236 -1,176	-4%	-$112K	0.39%	36
2025 Q1	$2.47M	Sell	27,412 -968	-3%	-$95.5K	0.35%	36
2024 Q4	$2.85M	Sell	28,380 -1,200	-4%	-$118K	0.39%	33
2024 Q3	$2.78M	Hold	29,580	–	–	0.32%	36
2024 Q2	$2.7M	Sell	29,580 -600	-2%	-$51.2K	0.3%	43
2024 Q1	$2.54M	Sell	30,180 -2,600	-8%	-$209K	0.3%	42
2023 Q4	$2.48M	Buy	32,780 +48	+0.1%	+$3.39K	0.39%	29
2023 Q3	$2.18M	Sell	32,732 -480	-1%	-$33.1K	0.38%	28
2023 Q2	$2.28M	Hold	33,212	–	–	0.32%	37
2023 Q1	$2.03M	Buy	33,212 +1,872	+6%	+$108K	0.3%	39
2022 Q4	$1.68M	Hold	31,340	–	–	0.27%	42
2022 Q3	$1.65M	Hold	31,340	–	–	0.3%	35
2022 Q2	$1.71M	Buy	31,340 +22,440	+252%	+$1.35M	0.38%	25
2022 Q1	$618K	Buy	+8,900	New	+$608K	0.12%	47
2019 Q4	–	Sell	-492	Closed	-$20K	–	262
2019 Q3	$20K	Hold	492	–	–	0.01%	159
2019 Q2	$19K	Hold	492	–	–	0.01%	192
2019 Q1	$19K	Hold	492	–	–	0.01%	163
2018 Q4	$16K	Hold	492	–	–	0.01%	166
2018 Q3	$19K	Hold	492	–	–	0.02%	174
2018 Q2	$18K	Sell	492 -932	-65%	-$32.9K	0.02%	184
2018 Q1	$48K	Hold	1,424	–	–	0.05%	117
2017 Q4	$48K	Buy	+1,424	New	+$46.7K	0.05%	121

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

Crewe Advisors's IWF Position: Q2 2026 in Review

Crewe Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 7.3% in Q2 2026, selling an estimated $235K and leaving 24,743 shares worth $3.07M. The position accounts for 0.22% of the portfolio, ranked #48.

Crewe Advisors first reported a position in IWF in Q4 2017 and has held it in 26 quarters since. The position peaked at $3.27M in Q3 2025. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Crewe Advisors held 24,743 shares of iShares Russell 1000 Growth ETF worth $3.07M as of Q2 2026.
Crewe Advisors sold 1,949 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $235K.
iShares Russell 1000 Growth ETF made up 0.22% of Crewe Advisors's portfolio in Q2 2026, its #48 holding.
Crewe Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and has held it in 26 quarters since.
Crewe Advisors's iShares Russell 1000 Growth ETF position peaked at $3.27M in Q3 2025.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.