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

Dunhill Financial’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	$88.4K	Sell	712 -200	-22%	-$24.1K	0.02%	239
2026 Q1	$97.2K	Buy	912 +296	+48%	+$33.6K	0.02%	221
2025 Q4	$72.9K	Hold	616	–	–	0.02%	227
2025 Q3	$72.1K	Hold	616	–	–	0.02%	216
2025 Q2	$65.4K	Buy	616 +536	+670%	+$51.3K	0.02%	211
2025 Q1	$7.22K	Hold	80	–	–	﹤0.01%	489
2024 Q4	$8.03K	Buy	+80	New	+$7.87K	﹤0.01%	445

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

Dunhill Financial's IWF Position: Q2 2026 in Review

Dunhill Financial reduced its iShares Russell 1000 Growth ETF (IWF) stake by 22% in Q2 2026, selling an estimated $24.1K and leaving 712 shares worth $88.4K. The position accounts for 0.02% of the portfolio, ranked #239.

Dunhill Financial first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. The position peaked at $97.2K in Q1 2026. 2,514 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Dunhill Financial held 712 shares of iShares Russell 1000 Growth ETF worth $88.4K as of Q2 2026.
Dunhill Financial sold 200 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $24.1K.
iShares Russell 1000 Growth ETF made up 0.02% of Dunhill Financial's portfolio in Q2 2026, its #239 holding.
Dunhill Financial first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
Dunhill Financial's iShares Russell 1000 Growth ETF position peaked at $97.2K in Q1 2026.
2,514 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.