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

Drive 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	$359K	Sell	2,890 -614	-18%	-$74K	0.06%	263
2026 Q1	$373K	Sell	3,504 -128	-4%	-$14.5K	0.08%	206
2025 Q4	$430K	Sell	3,632 -628	-15%	-$74.4K	0.08%	186
2025 Q3	$499K	Sell	4,260 -7,868	-65%	-$876K	0.11%	164
2025 Q2	$1.29M	Buy	12,128 +120	+1%	+$11.5K	0.28%	80
2025 Q1	$1.08M	Sell	12,008 -40	-0.3%	-$3.95K	0.25%	88
2024 Q4	$1.21M	Sell	12,048 -6,816	-36%	-$670K	0.3%	66
2024 Q3	$1.77M	Buy	18,864 +2,596	+16%	+$235K	0.46%	34
2024 Q2	$1.48M	Buy	16,268 +648	+4%	+$55.3K	0.4%	44
2024 Q1	$1.32M	Buy	15,620 +4,496	+40%	+$362K	0.37%	53
2023 Q4	$843K	Buy	11,124 +5,516	+98%	+$390K	0.27%	75
2023 Q3	$374K	Buy	5,608 +288	+5%	+$19.9K	0.14%	140
2023 Q2	$366K	Buy	5,320 +916	+21%	+$58.3K	0.14%	147
2023 Q1	$269K	Buy	+4,404	New	+$254K	0.11%	196

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

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

Drive Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 18% in Q2 2026, selling an estimated $74K and leaving 2,890 shares worth $359K. The position accounts for 0.06% of the portfolio, ranked #263.

Drive Wealth Management first reported a position in IWF in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.77M in Q3 2024. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Drive Wealth Management held 2,890 shares of iShares Russell 1000 Growth ETF worth $359K as of Q2 2026.
Drive Wealth Management sold 614 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $74K.
iShares Russell 1000 Growth ETF made up 0.06% of Drive Wealth Management's portfolio in Q2 2026, its #263 holding.
Drive Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2023 and has held it in 14 quarters since.
Drive Wealth Management's iShares Russell 1000 Growth ETF position peaked at $1.77M in Q3 2024.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.