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Dynamic Advisor Solutions’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Dynamic Advisor Solutions’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 		$6.24M Buy
50,246
+1,430
+3% +$172K 0.18% 134
2026
Q1 		$5.2M Buy
48,816
+460
+1% +$52.2K 0.16% 140
2025
Q4 		$5.72M Buy
48,356
+432
+0.9% +$51.2K 0.18% 124
2025
Q3 		$5.61M Sell
47,924
-2,924
-6% -$326K 0.16% 144
2025
Q2 		$5.4M Sell
50,848
-4,552
-8% -$435K 0.17% 147
2025
Q1 		$5M Sell
55,400
-376
-0.7% -$37.1K 0.16% 153
2024
Q4 		$5.6M Sell
55,776
-12,036
-18% -$1.18M 0.24% 98
2024
Q3 		$6.36M Sell
67,812
-1,288
-2% -$117K 0.19% 128
2024
Q2 		$6.3M Sell
69,100
-628
-0.9% -$53.6K 0.2% 123
2024
Q1 		$5.88M Buy
69,728
+300
+0.4% +$24.2K 0.2% 135
2023
Q4 		$5.12M Buy
69,428
+18,468
+36% +$1.31M 0.19% 155
2023
Q3 		$3.39M Sell
50,960
-184
-0.4% -$12.7K 0.16% 169
2023
Q2 		$3.52M Sell
51,144
-1,240
-2% -$78.9K 0.18% 154
2023
Q1 		$3.2M Sell
52,384
-3,504
-6% -$202K 0.19% 146
2022
Q4 		$2.99M Sell
55,888
-1,948
-3% -$107K 0.2% 124
2022
Q3 		$3.04M Sell
57,836
-1,404
-2% -$82.6K 0.23% 105
2022
Q2 		$3.24M Buy
59,240
+3,760
+7% +$226K 0.25% 96
2022
Q1 		$3.85M Buy
55,480
+11,504
+26% +$785K 0.27% 86
2021
Q4 		$3.36M Sell
43,976
-1,240
-3% -$91.9K 0.24% 100
2021
Q3 		$3.1M Sell
45,216
-584
-1% -$41.3K 0.23% 102
2021
Q2 		$3.11M Buy
45,800
+1,984
+5% +$128K 0.25% 100
2021
Q1 		$2.66M Sell
43,816
-3,008
-6% -$183K 0.25% 103
2020
Q4 		$2.82M Buy
46,824
+20,096
+75% +$1.14M 0.26% 101
2020
Q3 		$1.45M Buy
26,728
+4
+0% +$211 0.16% 154
2020
Q2 		$1.28M Buy
26,724
+6,136
+30% +$270K 0.17% 147
2020
Q1 		$775K Sell
20,588
-2,088
-9% -$90K 0.14% 183
2019
Q4 		$997K Buy
22,676
+56
+0.2% +$2.34K 0.14% 191
2019
Q3 		$903K Buy
22,620
+13,052
+136% +$523K 0.14% 182
2019
Q2 		$376K Buy
9,568
+3,884
+68% +$150K 0.06% 315
2019
Q1 		$215K Buy
+5,684
New +$204K 0.04% 364
2018
Q4 		– Sell
-9,052
Closed -$353K – 429
2018
Q3 		$353K Buy
9,052
+68
+0.8% +$2.58K 0.07% 268
2018
Q2 		$323K Hold
8,984
– – 0.07% 281
2018
Q1 		$306K Buy
8,984
+1,736
+24% +$60.9K 0.08% 253
2017
Q4 		$244K Buy
+7,248
New +$238K 0.08% 220

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

Dynamic Advisor Solutions's IWF Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its iShares Russell 1000 Growth ETF (IWF) stake by 2.9% in Q2 2026, buying an estimated $172K and bringing the position to 50,246 shares worth $6.24M. The position accounts for 0.18% of the portfolio, ranked #134.

Dynamic Advisor Solutions first reported a position in IWF in Q4 2017 and has held it in 34 quarters since. The position peaked at $6.36M in Q3 2024. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Dynamic Advisor Solutions held 50,246 shares of iShares Russell 1000 Growth ETF worth $6.24M as of Q2 2026.
  • Dynamic Advisor Solutions bought 1,430 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $172K.
  • iShares Russell 1000 Growth ETF made up 0.18% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #134 holding.
  • Dynamic Advisor Solutions first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and has held it in 34 quarters since.
  • Dynamic Advisor Solutions's iShares Russell 1000 Growth ETF position peaked at $6.36M in Q3 2024.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.