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

Denver 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 		$14.1M Sell
113,385
-28,847
-20% -$3.48M 4.03% 5
2026
Q1 		$15.2M Buy
142,232
+4,824
+4% +$548K 5.22% 4
2025
Q4 		$16.3M Buy
137,408
+9,516
+7% +$1.13M 5.76% 4
2025
Q3 		$15M Sell
127,892
-4,196
-3% -$467K 5.52% 4
2025
Q2 		$14M Buy
132,088
+3,700
+3% +$354K 5.8% 4
2025
Q1 		$11.6M Sell
128,388
-1,220
-0.9% -$120K 5.29% 5
2024
Q4 		$13M Buy
129,608
+528
+0.4% +$51.9K 5.86% 4
2024
Q3 		$12.1M Sell
129,080
-140
-0.1% -$12.7K 5.61% 4
2024
Q2 		$11.8M Sell
129,220
-872
-0.7% -$74.5K 5.9% 4
2024
Q1 		$11M Buy
130,092
+47,932
+58% +$3.86M 5.6% 4
2023
Q4 		$6.23M Sell
82,160
-2,324
-3% -$164K 3.52% 9
2023
Q3 		$5.62M Sell
84,484
-1,128
-1% -$77.9K 3.63% 9
2023
Q2 		$5.89M Buy
85,612
+112
+0.1% +$7.12K 4.11% 8
2023
Q1 		$5.22M Sell
85,500
-2,428
-3% -$140K 3.63% 9
2022
Q4 		$4.71M Sell
87,928
-14,320
-14% -$788K 3.52% 10
2022
Q3 		$5.38M Buy
102,248
+996
+1% +$58.6K 5.1% 7
2022
Q2 		$5.54M Buy
+101,252
New +$6.08M 5.78% 7
2021
Q4 		$20.8M Buy
+272,348
New +$20.2M 19.97% 1
2021
Q1 		$7.18M Buy
+103,400
New +$6.29M 7.57% 5

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Denver Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 20% in Q2 2026, selling an estimated $3.48M and leaving 113,385 shares worth $14.1M. The position accounts for 4.03% of the portfolio, ranked #5.

Denver Wealth Management first reported a position in IWF in Q1 2021 and has held it in 19 quarters since. The position peaked at $20.8M in Q4 2021. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Denver Wealth Management held 113,385 shares of iShares Russell 1000 Growth ETF worth $14.1M as of Q2 2026.
  • Denver Wealth Management sold 28,847 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $3.48M.
  • iShares Russell 1000 Growth ETF made up 4.03% of Denver Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Denver Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2021 and has held it in 19 quarters since.
  • Denver Wealth Management's iShares Russell 1000 Growth ETF position peaked at $20.8M in Q4 2021.
  • 2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Denver Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.