DI
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Disciplined Investments’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Disciplined Investments’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 		$5.63M Buy
45,338
+62
+0.1% +$7.47K 1.82% 15
2026
Q1 		$4.83M Sell
45,276
-12
-0% -$1.36K 1.73% 15
2025
Q4 		$5.36M Sell
45,288
-1,600
-3% -$190K 2.06% 15
2025
Q3 		$5.49M Sell
46,888
-132
-0.3% -$14.7K 2.18% 14
2025
Q2 		$4.99M Buy
47,020
+36
+0.1% +$3.44K 2.11% 16
2025
Q1 		$4.24M Sell
46,984
-524
-1% -$51.7K 1.95% 16
2024
Q4 		$4.77M Sell
47,508
-896
-2% -$88.1K 2.35% 14
2024
Q3 		$4.54M Buy
48,404
+388
+0.8% +$35.2K 2.24% 14
2024
Q2 		$4.38M Sell
48,016
-736
-2% -$62.8K 2.33% 12
2024
Q1 		$4.11M Sell
48,752
-388
-0.8% -$31.3K 2.24% 13
2023
Q4 		$3.72M Sell
49,140
-11,868
-19% -$839K 2.18% 13
2023
Q3 		$4.06M Sell
61,008
-6,624
-10% -$457K 2.47% 11
2023
Q2 		$4.65M Sell
67,632
-98,784
-59% -$6.28M 2.49% 7
2023
Q1 		$10.2M Buy
166,416
+1,400
+0.8% +$80.7K 4.28% 1
2022
Q4 		$8.84M Buy
165,016
+9,144
+6% +$503K 4.32% 1
2022
Q3 		$8.2M Buy
155,872
+3,732
+2% +$219K 3.77% 2
2022
Q2 		$8.32M Buy
152,140
+2,572
+2% +$154K 3.76% 2
2022
Q1 		$10.4M Buy
149,568
+1,344
+0.9% +$91.7K 4.29% 1
2021
Q4 		$11.3M Sell
148,224
-632
-0.4% -$46.9K 4.99% 2
2021
Q3 		$10.2M Sell
148,856
-1,384
-0.9% -$97.9K 4.95% 2
2021
Q2 		$10.2M Buy
150,240
+2,940
+2% +$190K 5.24% 2
2021
Q1 		$8.95M Sell
147,300
-60
-0% -$3.65K 5.27% 2
2020
Q4 		$8.88M Sell
147,360
-2,336
-2% -$133K 5.93% 2
2020
Q3 		$8.12M Sell
149,696
-5,264
-3% -$277K 5.99% 2
2020
Q2 		$7.44M Sell
154,960
-7,972
-5% -$351K 5.79% 2
2020
Q1 		$6.14M Buy
162,932
+14,768
+10% +$636K 5.84% 2
2019
Q4 		$6.52M Buy
+148,164
New +$6.19M 5.5% 2

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

Disciplined Investments's IWF Position: Q2 2026 in Review

Disciplined Investments increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.14% in Q2 2026, buying an estimated $7.47K and bringing the position to 45,338 shares worth $5.63M. The position accounts for 1.82% of the portfolio, ranked #15.

Disciplined Investments first reported a position in IWF in Q4 2019 and has held it in 27 quarters since. The position peaked at $11.3M in Q4 2021. 2,514 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Disciplined Investments held 45,338 shares of iShares Russell 1000 Growth ETF worth $5.63M as of Q2 2026.
  • Disciplined Investments bought 62 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $7.47K.
  • iShares Russell 1000 Growth ETF made up 1.82% of Disciplined Investments's portfolio in Q2 2026, its #15 holding.
  • Disciplined Investments first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • Disciplined Investments's iShares Russell 1000 Growth ETF position peaked at $11.3M in Q4 2021.
  • 2,514 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Disciplined Investments's 13F filing for Q2 2026, filed 7 Aug 2026.