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Drake & Associates’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Drake & Associates’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 		$232K Buy
+1,868
New +$225K 0.04% 101
2026
Q1 		– Sell
-2,960
Closed -$350K – 103
2025
Q4 		$350K Buy
2,960
+1,264
+75% +$150K 0.07% 89
2025
Q3 		$203K Buy
+1,696
New +$189K 0.04% 99
2025
Q1 		– Sell
-2,008
Closed -$205K – 90
2024
Q4 		$205K Buy
+2,008
New +$198K 0.06% 88

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

Drake & Associates's IWF Position: Q2 2026 in Review

Drake & Associates opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q2 2026: 1,868 shares worth $232K. The stake represents 0.04% of the portfolio and ranks #101 among its holdings. This is a return to the name: Drake & Associates previously reported a position in IWF as recently as Q4 2025.

Drake & Associates first reported a position in IWF in Q4 2024 and has held it in 4 quarters since. The position peaked at $350K in Q4 2025. 2,491 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Drake & Associates held 1,868 shares of iShares Russell 1000 Growth ETF worth $232K as of Q2 2026.
  • iShares Russell 1000 Growth ETF was a new Drake & Associates position in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 0.04% of Drake & Associates's portfolio in Q2 2026, its #101 holding.
  • Drake & Associates first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 4 quarters since.
  • Drake & Associates's iShares Russell 1000 Growth ETF position peaked at $350K in Q4 2025.
  • 2,491 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Drake & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.