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

CWC 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	–	Sell	-2,168	Closed	-$231K	–	155
2026 Q1	$231K	Buy	2,168 +12	+0.6%	+$1.36K	0.11%	139
2025 Q4	$255K	Hold	2,156	–	–	0.12%	136
2025 Q3	$252K	Hold	2,156	–	–	0.12%	131
2025 Q2	$229K	Buy	+2,156	New	+$206K	0.12%	133
2024 Q4	–	Sell	-2,236	Closed	-$210K	–	123
2024 Q3	$210K	Buy	+2,236	New	+$203K	0.21%	114

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

CWC Advisors's IWF Position: Q2 2026 in Review

CWC Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2026, closing a stake of 2,168 shares — an estimated $231K sold.

CWC Advisors first reported a position in IWF in Q3 2024 and held it in 5 quarters. The position peaked at $255K in Q4 2025. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

CWC Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2026 after selling out during the quarter.
CWC Advisors sold 2,168 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $231K.
CWC Advisors first reported a position in iShares Russell 1000 Growth ETF in Q3 2024 and held it in 5 quarters.
CWC Advisors's iShares Russell 1000 Growth ETF position peaked at $255K in Q4 2025.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on CWC Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.