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

DHJJ Financial 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	$7.35M	Sell	59,210 -1,438	-2%	-$173K	2.12%	10
2026 Q1	$6.46M	Sell	60,648 -768	-1%	-$87.2K	2.14%	9
2025 Q4	$7.27M	Sell	61,416 -1,228	-2%	-$145K	2.41%	7
2025 Q3	$7.34M	Sell	62,644 -2,724	-4%	-$303K	2.49%	7
2025 Q2	$6.94M	Sell	65,368 -804	-1%	-$76.9K	2.51%	7
2025 Q1	$5.97M	Sell	66,172 -960	-1%	-$94.7K	2.41%	9
2024 Q4	$6.74M	Sell	67,132 -1,488	-2%	-$146K	2.63%	6
2024 Q3	$6.44M	Sell	68,620 -1,096	-2%	-$99.4K	2.55%	7
2024 Q2	$6.35M	Buy	69,716 +80	+0.1%	+$6.83K	2.68%	6
2024 Q1	$5.87M	Sell	69,636 -720	-1%	-$58K	2.6%	8
2023 Q4	$5.33M	Sell	70,356 -876	-1%	-$61.9K	2.49%	10
2023 Q3	$4.74M	Buy	71,232 +2,076	+3%	+$143K	2.41%	10
2023 Q2	$4.76M	Sell	69,156 -48	-0.1%	-$3.05K	2.48%	10
2023 Q1	$4.23M	Sell	69,204 -872	-1%	-$50.2K	2.29%	10
2022 Q4	$3.75M	Buy	70,076 +6,964	+11%	+$383K	2.15%	10
2022 Q3	$3.32M	Buy	63,112 +172	+0.3%	+$10.1K	1.94%	11
2022 Q2	$3.44M	Buy	62,940 +2,296	+4%	+$138K	1.92%	11
2022 Q1	$4.22M	Sell	60,644 -456	-0.7%	-$31.1K	2.02%	11
2021 Q4	$4.67M	Buy	61,100 +292	+0.5%	+$21.6K	2.19%	10
2021 Q3	$4.17M	Buy	60,808 +288	+0.5%	+$20.4K	2.15%	10
2021 Q2	$4.11M	Sell	60,520 -4,272	-7%	-$275K	2.17%	10
2021 Q1	$3.94M	Sell	64,792 -60	-0.1%	-$3.65K	2.28%	10
2020 Q4	$3.91M	Buy	+64,852	New	+$3.69M	2.46%	10

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

DHJJ Financial Advisors's IWF Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.4% in Q2 2026, selling an estimated $173K and leaving 59,210 shares worth $7.35M. The position accounts for 2.12% of the portfolio, ranked #10.

DHJJ Financial Advisors first reported a position in IWF in Q4 2020 and has held it in 23 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

DHJJ Financial Advisors held 59,210 shares of iShares Russell 1000 Growth ETF worth $7.35M as of Q2 2026.
DHJJ Financial Advisors sold 1,438 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $173K.
iShares Russell 1000 Growth ETF made up 2.12% of DHJJ Financial Advisors's portfolio in Q2 2026, its #10 holding.
DHJJ Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 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 DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.