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

Destination 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	$1.51M	Buy	12,128 +548	+5%	+$66.1K	0.04%	152
2026 Q1	$1.23M	Buy	11,580 +24	+0.2%	+$2.72K	0.03%	147
2025 Q4	$1.37M	Hold	11,556	–	–	0.04%	141
2025 Q3	$1.35M	Sell	11,556 -108	-0.9%	-$12K	0.04%	132
2025 Q2	$1.24M	Sell	11,664 -1,072	-8%	-$103K	0.04%	131
2025 Q1	$1.15M	Buy	12,736 +368	+3%	+$36.3K	0.04%	127
2024 Q4	$1.24M	Buy	12,368 +160	+1%	+$15.7K	0.04%	121
2024 Q3	$1.15M	Sell	12,208 -1,292	-10%	-$117K	0.04%	121
2024 Q2	$1.23M	Buy	13,500 +200	+2%	+$17.1K	0.04%	120
2024 Q1	$1.12M	Sell	13,300 -2,324	-15%	-$187K	0.04%	123
2023 Q4	$1.18M	Buy	15,624 +3,196	+26%	+$226K	0.04%	119
2023 Q3	$826K	Hold	12,428	–	–	0.03%	121
2023 Q2	$855K	Sell	12,428 -1,780	-13%	-$113K	0.03%	125
2023 Q1	$868K	Buy	14,208 +1,200	+9%	+$69.1K	0.03%	121
2022 Q4	$697K	Buy	13,008 +1,472	+13%	+$81K	0.03%	129
2022 Q3	$607K	Sell	11,536 -908	-7%	-$53.4K	0.03%	130
2022 Q2	$680K	Buy	12,444 +464	+4%	+$27.9K	0.03%	129
2022 Q1	$832K	Hold	11,980	–	–	0.03%	119
2021 Q4	$915K	Hold	11,980	–	–	0.03%	121
2021 Q3	$821K	Hold	11,980	–	–	0.03%	113
2021 Q2	$813K	Sell	11,980 -300	-2%	-$19.3K	0.03%	113
2021 Q1	$746K	Buy	12,280 +444	+4%	+$27K	0.03%	116
2020 Q4	$714K	Hold	11,836	–	–	0.03%	111
2020 Q3	$642K	Sell	11,836 -1,144	-9%	-$60.3K	0.03%	106
2020 Q2	$623K	Sell	12,980 -11,640	-47%	-$513K	0.03%	107
2020 Q1	$927K	Buy	24,620 +9,588	+64%	+$413K	0.06%	101
2019 Q4	$661K	Buy	15,032 +484	+3%	+$20.2K	0.03%	106
2019 Q3	$581K	Sell	14,548 -9,000	-38%	-$361K	0.03%	103
2019 Q2	$926K	Sell	23,548 -2,504	-10%	-$96.9K	0.05%	96
2019 Q1	$986K	Buy	26,052 +9,664	+59%	+$347K	0.06%	96
2018 Q4	$536K	Sell	16,388 -8,136	-33%	-$287K	0.03%	106
2018 Q3	$956K	Buy	24,524 +8,648	+54%	+$327K	0.05%	101
2018 Q2	$571K	Sell	15,876 -25,204	-61%	-$890K	0.03%	108
2018 Q1	$937K	Buy	41,080 +20,668	+101%	+$725K	0.06%	100
2017 Q4	$687K	Buy	20,412 +32	+0.2%	+$1.05K	0.04%	105
2017 Q3	$637K	Buy	20,380 +100	+0.5%	+$3.06K	0.04%	104
2017 Q2	$603K	Buy	20,280 +3,060	+18%	+$89.8K	0.04%	105
2017 Q1	$490K	Sell	17,220 -15,992	-48%	-$444K	0.03%	110
2016 Q4	$871K	Buy	+33,212	New	+$862K	0.06%	91

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

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

Destination Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 4.7% in Q2 2026, buying an estimated $66.1K and bringing the position to 12,128 shares worth $1.51M. The position accounts for 0.04% of the portfolio, ranked #152.

Destination Wealth Management first reported a position in IWF in Q4 2016 and has held it in 39 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Destination Wealth Management held 12,128 shares of iShares Russell 1000 Growth ETF worth $1.51M as of Q2 2026.
Destination Wealth Management bought 548 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $66.1K.
iShares Russell 1000 Growth ETF made up 0.04% of Destination Wealth Management's portfolio in Q2 2026, its #152 holding.
Destination Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2016 and has held it in 39 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.