Custom Index Systems’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Custom Index Systems’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	$4.06M	Sell	32,702 -1,866	-5%	-$225K	1.46%	11
2026 Q1	$3.68M	Sell	34,568 -6,976	-17%	-$792K	1.61%	9
2025 Q4	$4.92M	Sell	41,544 -41,180	-50%	-$4.88M	2.17%	4
2025 Q3	$9.69M	Buy	82,724 +39,204	+90%	+$4.37M	2.88%	3
2025 Q2	$4.62M	Buy	43,520 +464	+1%	+$44.4K	2.2%	4
2025 Q1	$3.89M	Buy	43,056 +1,848	+4%	+$182K	1.97%	5
2024 Q4	$4.14M	Buy	41,208 +52	+0.1%	+$5.12K	2.22%	3
2024 Q3	$3.86M	Sell	41,156 -12,440	-23%	-$1.13M	2.09%	3
2024 Q2	$4.88M	Sell	53,596 -17,624	-25%	-$1.5M	2.8%	2
2024 Q1	$6M	Sell	71,220 -76	-0.1%	-$6.12K	3.41%	2
2023 Q4	$5.4M	Buy	+71,296	New	+$5.04M	3.33%	2

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

Custom Index Systems's IWF Position: Q2 2026 in Review

Custom Index Systems reduced its iShares Russell 1000 Growth ETF (IWF) stake by 5.4% in Q2 2026, selling an estimated $225K and leaving 32,702 shares worth $4.06M. The position accounts for 1.46% of the portfolio, ranked #11.

Custom Index Systems first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.69M in Q3 2025. 2,502 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Custom Index Systems held 32,702 shares of iShares Russell 1000 Growth ETF worth $4.06M as of Q2 2026.
Custom Index Systems sold 1,866 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $225K.
iShares Russell 1000 Growth ETF made up 1.46% of Custom Index Systems's portfolio in Q2 2026, its #11 holding.
Custom Index Systems first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
Custom Index Systems's iShares Russell 1000 Growth ETF position peaked at $9.69M in Q3 2025.
2,502 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.