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

Dynasty 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	$367M	Sell	2,955,926 -8,745,870	-75%	-$1.05B	2.73%	12
2026 Q1	$312M	Buy	11,701,796 +9,071,484	+345%	+$1.03B	2.72%	12
2025 Q4	$311M	Buy	2,630,312 +2,488,332	+1,753%	+$295M	3.06%	13
2025 Q3	$16.6M	Buy	+141,980	New	+$15.8M	0.22%	46
2025 Q1	–	Sell	-44,484	Closed	-$4.47M	–	257
2024 Q4	$4.47M	Buy	+44,484	New	+$4.38M	0.08%	67
2024 Q3	–	Sell	-3,324	Closed	-$303K	–	247
2024 Q2	$303K	Buy	+3,324	New	+$284K	0.01%	213

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

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

Dynasty Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 75% in Q2 2026, selling an estimated $1.05B and leaving 2,955,926 shares worth $367M. The position accounts for 2.73% of the portfolio, ranked #12.

Dynasty Wealth Management first reported a position in IWF in Q2 2024 and has held it in 6 quarters since. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Dynasty Wealth Management held 2,955,926 shares of iShares Russell 1000 Growth ETF worth $367M as of Q2 2026.
Dynasty Wealth Management sold 8,745,870 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $1.05B.
iShares Russell 1000 Growth ETF made up 2.73% of Dynasty Wealth Management's portfolio in Q2 2026, its #12 holding.
Dynasty Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2024 and has held it in 6 quarters since.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.