Darwin Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Darwin Wealth Management’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	$4.95M	Buy	39,829 +809	+2%	+$97.5K	1.35%	21
2026 Q1	$4.16M	Buy	39,020 +2,816	+8%	+$320K	1.3%	19
2025 Q4	$4.28M	Buy	36,204 +1,316	+4%	+$156K	1.33%	21
2025 Q3	$4.09M	Buy	34,888 +344	+1%	+$38.3K	1.3%	22
2025 Q2	$3.67M	Sell	34,544 -4,060	-11%	-$388K	1.27%	20
2025 Q1	$3.88M	Hold	38,604	–	–	1.3%	23
2024 Q4	$3.88M	Sell	38,604 -2,668	-6%	-$262K	1.3%	23
2024 Q3	$3.87M	Buy	+41,272	New	+$3.74M	1.06%	27
2024 Q2	–	Sell	-34,028	Closed	-$2.87M	–	112
2024 Q1	$2.87M	Buy	34,028 +680	+2%	+$54.8K	0.8%	37
2023 Q4	$2.53M	Buy	33,348 +1,972	+6%	+$139K	0.68%	44
2023 Q3	$2.09M	Buy	31,376 +2,420	+8%	+$167K	0.56%	55
2023 Q2	$1.98M	Buy	28,956 +4,792	+20%	+$305K	0.51%	58
2023 Q1	$1.48M	Buy	24,164 +2,960	+14%	+$171K	0.4%	61
2022 Q4	$1.19M	Sell	21,204 -396	-2%	-$21.8K	0.31%	67
2022 Q3	$1.15M	Buy	21,600 +468	+2%	+$27.5K	0.29%	72
2022 Q2	$1.29M	Buy	21,132 +2,312	+12%	+$139K	0.26%	77
2022 Q1	$1.31M	Buy	18,820 +2,124	+13%	+$145K	0.21%	82
2021 Q4	$1.15M	Buy	16,696 +2,484	+17%	+$184K	0.18%	84
2021 Q3	$974K	Buy	14,212 +2,348	+20%	+$166K	0.16%	86
2021 Q2	$805K	Sell	11,864 -15,868	-57%	-$1.02M	0.13%	94
2021 Q1	$1.69M	Buy	27,732 +22,332	+414%	+$1.36M	0.29%	63
2020 Q4	$325K	Buy	+5,400	New	+$307K	0.06%	131
2020 Q2	–	Sell	-5,872	Closed	-$221K	–	451
2020 Q1	$221K	Buy	+5,872	New	+$253K	0.07%	123

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

Darwin Wealth Management's IWF Position: Q2 2026 in Review

Darwin Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 2.1% in Q2 2026, buying an estimated $97.5K and bringing the position to 39,829 shares worth $4.95M. The position accounts for 1.35% of the portfolio, ranked #21.

Darwin Wealth Management first reported a position in IWF in Q1 2020 and has held it in 23 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Darwin Wealth Management held 39,829 shares of iShares Russell 1000 Growth ETF worth $4.95M as of Q2 2026.
Darwin Wealth Management bought 809 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $97.5K.
iShares Russell 1000 Growth ETF made up 1.35% of Darwin Wealth Management's portfolio in Q2 2026, its #21 holding.
Darwin Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2020 and has held it in 23 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.