Diversify Advisory Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Diversify Advisory Services’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	$11.5M	Buy	+98,418	New	+$11.9M	0.19%	107
2026 Q1	–	Sell	-35,600	Closed	-$4.19M	–	555
2025 Q4	$4.19M	Buy	35,600 +5,116	+17%	+$606K	0.13%	122
2025 Q3	$3.72M	Buy	30,484 +8,636	+40%	+$962K	0.12%	128
2025 Q2	$2.46M	Buy	+21,848	New	+$2.09M	0.09%	160
2025 Q1	–	Sell	-2,316	Closed	-$231K	–	658
2024 Q4	$231K	Sell	2,316 -5,856	-72%	-$576K	0.01%	554
2024 Q3	$786K	Sell	8,172 -1,588	-16%	-$144K	0.04%	295
2024 Q2	$925K	Buy	9,760 +4	+0%	+$342	0.05%	259
2024 Q1	$822K	Buy	+9,756	New	+$786K	0.05%	301

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

Diversify Advisory Services's IWF Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q2 2026: 98,418 shares worth $11.5M. The stake represents 0.19% of the portfolio and ranks #107 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in IWF as recently as Q4 2025.

Diversify Advisory Services first reported a position in IWF in Q1 2024 and has held it in 8 quarters since. 2,491 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Diversify Advisory Services held 98,418 shares of iShares Russell 1000 Growth ETF worth $11.5M as of Q2 2026.
iShares Russell 1000 Growth ETF was a new Diversify Advisory Services position in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.19% of Diversify Advisory Services's portfolio in Q2 2026, its #107 holding.
Diversify Advisory Services first reported a position in iShares Russell 1000 Growth ETF in Q1 2024 and has held it in 8 quarters since.
2,491 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.