D.J. St. Germain’s iShares Russell 1000 Growth ETF IWF Stock Holding History

D.J. St. Germain’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	$887K	Sell	7,142 -158	-2%	-$19K	0.03%	182
2026 Q1	$778K	Sell	7,300 -128	-2%	-$14.5K	0.03%	187
2025 Q4	$879K	Sell	7,428 -104	-1%	-$12.3K	0.03%	178
2025 Q3	$882K	Buy	7,532 +56	+0.7%	+$6.24K	0.04%	174
2025 Q2	$794K	Buy	7,476 +976	+15%	+$93.3K	0.03%	177
2025 Q1	$587K	Sell	6,500 -1,084	-14%	-$107K	0.03%	187
2024 Q4	$761K	Buy	7,584 +444	+6%	+$43.7K	0.03%	185
2024 Q3	$670K	Sell	7,140 -768	-10%	-$69.6K	0.03%	185
2024 Q2	$721K	Sell	7,908 -1,500	-16%	-$128K	0.03%	179
2024 Q1	$793K	Buy	9,408 +1,980	+27%	+$160K	0.04%	174
2023 Q4	$563K	Sell	7,428 -240	-3%	-$17K	0.03%	184
2023 Q3	$510K	Sell	7,668 -676	-8%	-$46.7K	0.03%	187
2023 Q2	$574K	Buy	+8,344	New	+$531K	0.03%	177
2022 Q4	$101K	Buy	10,256 +2,084	+26%	+$115K	0.03%	122
2022 Q3	$447K	Hold	8,172	–	–	0.03%	159
2022 Q2	$447K	Buy	8,172 +684	+9%	+$41.1K	0.03%	159
2022 Q1	$520K	Hold	7,488	–	–	0.03%	163
2021 Q4	$572K	Sell	7,488 -1,260	-14%	-$93.4K	0.03%	159
2021 Q3	$599K	Sell	8,748 -32	-0.4%	-$2.26K	0.04%	154
2021 Q2	$596K	Hold	8,780	–	–	0.04%	153
2021 Q1	$533K	Sell	8,780 -4,160	-32%	-$253K	0.04%	155
2020 Q4	$780K	Buy	12,940 +2,000	+18%	+$114K	0.06%	121
2020 Q3	$593K	Sell	10,940 -60	-0.5%	-$3.16K	0.05%	126
2020 Q2	$528K	Sell	11,000 -100	-0.9%	-$4.41K	0.05%	130
2020 Q1	$418K	Buy	11,100 +140	+1%	+$6.03K	0.04%	146
2019 Q4	$482K	Hold	10,960	–	–	0.04%	152
2019 Q3	$437K	Hold	10,960	–	–	0.05%	124
2019 Q2	$431K	Hold	10,960	–	–	0.05%	126
2019 Q1	$415K	Buy	10,960 +4,160	+61%	+$149K	0.05%	130
2018 Q4	$223K	Hold	6,800	–	–	0.03%	164
2018 Q3	$265K	Hold	6,800	–	–	0.03%	155
2018 Q2	$244K	Sell	6,800 -348	-5%	-$12.3K	0.03%	156
2018 Q1	$243K	Hold	7,148	–	–	0.03%	148
2017 Q4	$241K	Sell	7,148 -436	-6%	-$14.3K	0.03%	140
2017 Q3	$237K	Hold	7,584	–	–	0.03%	135
2017 Q2	$226K	Sell	7,584 -680	-8%	-$20K	0.03%	134
2017 Q1	$235K	Buy	8,264 +436	+6%	+$12.1K	0.03%	132
2016 Q4	$205K	Buy	+7,828	New	+$203K	0.03%	136

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

D.J. St. Germain's IWF Position: Q2 2026 in Review

D.J. St. Germain reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.2% in Q2 2026, selling an estimated $19K and leaving 7,142 shares worth $887K. The position accounts for 0.03% of the portfolio, ranked #182.

D.J. St. Germain first reported a position in IWF in Q4 2016 and has held it in 38 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

D.J. St. Germain held 7,142 shares of iShares Russell 1000 Growth ETF worth $887K as of Q2 2026.
D.J. St. Germain sold 158 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $19K.
iShares Russell 1000 Growth ETF made up 0.03% of D.J. St. Germain's portfolio in Q2 2026, its #182 holding.
D.J. St. Germain first reported a position in iShares Russell 1000 Growth ETF in Q4 2016 and has held it in 38 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.