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Eldridge Investment Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Eldridge Investment Advisors’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 		$1.78M Buy
14,347
+1,067
+8% +$129K 0.35% 48
2026
Q1 		$1.42M Sell
13,280
-656
-5% -$74.5K 0.31% 55
2025
Q4 		$1.65M Sell
13,936
-340
-2% -$40.3K 0.36% 51
2025
Q3 		$1.67M Sell
14,276
-33,244
-70% -$3.7M 0.38% 46
2025
Q2 		$5.04M Buy
47,520
+272
+0.6% +$26K 1.05% 27
2025
Q1 		$4.27M Sell
47,248
-24
-0.1% -$2.37K 0.98% 30
2024
Q4 		$4.75M Buy
47,272
+80
+0.2% +$7.87K 1.1% 23
2024
Q3 		$4.43M Sell
47,192
-1,140
-2% -$103K 1.04% 26
2024
Q2 		$4.4M Sell
48,332
-2,144
-4% -$183K 1.11% 26
2024
Q1 		$4.25M Sell
50,476
-4,860
-9% -$392K 1.09% 24
2023
Q4 		$4.19M Buy
55,336
+38,392
+227% +$2.71M 1.1% 25
2023
Q3 		$1.13M Hold
16,944
– – 0.37% 55
2023
Q2 		$1.17M Buy
16,944
+60
+0.4% +$3.81K 0.38% 54
2023
Q1 		$1.03M Buy
16,884
+1,948
+13% +$112K 0.36% 57
2022
Q4 		$800K Sell
14,936
-156
-1% -$8.58K 0.28% 63
2022
Q3 		$794K Buy
15,092
+796
+6% +$46.8K 0.31% 55
2022
Q2 		$782K Buy
14,296
+1,004
+8% +$60.3K 0.29% 57
2022
Q1 		$923K Sell
13,292
-200
-1% -$13.7K 0.31% 54
2021
Q4 		$1.03M Buy
13,492
+960
+8% +$71.2K 0.34% 51
2021
Q3 		$859K Buy
12,532
+1,116
+10% +$78.9K 0.31% 51
2021
Q2 		$775K Buy
11,416
+2,140
+23% +$138K 0.28% 55
2021
Q1 		$564K Buy
9,276
+80
+0.9% +$4.87K 0.22% 63
2020
Q4 		$554K Sell
9,196
-200
-2% -$11.4K 0.23% 57
2020
Q3 		$509K Sell
9,396
-200
-2% -$10.5K 0.24% 54
2020
Q2 		$460K Buy
9,596
+2,420
+34% +$107K 0.23% 59
2020
Q1 		$270K Sell
7,176
-500
-7% -$21.5K 0.15% 71
2019
Q4 		$338K Buy
7,676
+280
+4% +$11.7K 0.17% 71
2019
Q3 		$295K Buy
+7,396
New +$297K 0.15% 72

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

Eldridge Investment Advisors's IWF Position: Q2 2026 in Review

Eldridge Investment Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 8% in Q2 2026, buying an estimated $129K and bringing the position to 14,347 shares worth $1.78M. The position accounts for 0.35% of the portfolio, ranked #48.

Eldridge Investment Advisors first reported a position in IWF in Q3 2019 and has held it in 28 quarters since. The position peaked at $5.04M in Q2 2025. 2,514 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Eldridge Investment Advisors held 14,347 shares of iShares Russell 1000 Growth ETF worth $1.78M as of Q2 2026.
  • Eldridge Investment Advisors bought 1,067 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $129K.
  • iShares Russell 1000 Growth ETF made up 0.35% of Eldridge Investment Advisors's portfolio in Q2 2026, its #48 holding.
  • Eldridge Investment Advisors first reported a position in iShares Russell 1000 Growth ETF in Q3 2019 and has held it in 28 quarters since.
  • Eldridge Investment Advisors's iShares Russell 1000 Growth ETF position peaked at $5.04M in Q2 2025.
  • 2,514 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Eldridge Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.