Eight 31 Financial’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Eight 31 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	$1.11M	Buy	8,911 +403	+5%	+$48.6K	0.66%	27
2026 Q1	$907K	Hold	8,508	–	–	0.55%	30
2025 Q4	$1.01M	Sell	8,508 -724	-8%	-$85.8K	0.55%	28
2025 Q3	$1.08M	Hold	9,232	–	–	0.61%	27
2025 Q2	$980K	Hold	9,232	–	–	0.65%	31
2025 Q1	$833K	Hold	9,232	–	–	0.53%	33
2024 Q4	$927K	Hold	9,232	–	–	0.7%	25
2024 Q3	$866K	Buy	9,232 +920	+11%	+$83.4K	0.67%	29
2024 Q2	$757K	Sell	8,312 -248	-3%	-$21.2K	0.58%	32
2024 Q1	$721K	Sell	8,560 -1,292	-13%	-$104K	0.45%	47
2023 Q4	$747K	Buy	+9,852	New	+$697K	0.46%	50

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

Eight 31 Financial's IWF Position: Q2 2026 in Review

Eight 31 Financial increased its iShares Russell 1000 Growth ETF (IWF) stake by 4.7% in Q2 2026, buying an estimated $48.6K and bringing the position to 8,911 shares worth $1.11M. The position accounts for 0.66% of the portfolio, ranked #27.

Eight 31 Financial first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. 2,515 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Eight 31 Financial held 8,911 shares of iShares Russell 1000 Growth ETF worth $1.11M as of Q2 2026.
Eight 31 Financial bought 403 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $48.6K.
iShares Russell 1000 Growth ETF made up 0.66% of Eight 31 Financial's portfolio in Q2 2026, its #27 holding.
Eight 31 Financial first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,515 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Eight 31 Financial's 13F filing for Q2 2026, filed 13 Aug 2026.