Element Pointe Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Element Pointe 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	$3.47M	Hold	27,972	–	–	0.56%	20
2026 Q1	$2.98M	Buy	27,972 +8	+0%	+$908	0.56%	21
2025 Q4	$3.31M	Sell	27,964 -216	-0.8%	-$25.6K	0.64%	19
2025 Q3	$3.3M	Buy	28,180 +216	+0.8%	+$24.1K	0.7%	21
2025 Q2	$2.97M	Hold	27,964	–	–	0.72%	17
2025 Q1	$2.52M	Hold	27,964	–	–	0.61%	17
2024 Q4	$2.81M	Hold	27,964	–	–	0.66%	16
2024 Q3	$2.62M	Sell	27,964 -288	-1%	-$26.1K	0.64%	17
2024 Q2	$2.57M	Sell	28,252 -684	-2%	-$58.4K	0.65%	18
2024 Q1	$2.44M	Hold	28,936	–	–	0.62%	21
2023 Q4	$2.19M	Buy	28,936 +204	+0.7%	+$14.4K	0.53%	27
2023 Q3	$1.91M	Buy	28,732 +480	+2%	+$33.1K	0.49%	25
2023 Q2	$1.94M	Hold	28,252	–	–	0.5%	25
2023 Q1	$1.73M	Hold	28,252	–	–	0.47%	26
2022 Q4	$1.51M	Buy	28,252 +9,680	+52%	+$532K	0.47%	26
2022 Q3	$977K	Sell	18,572 -9,680	-34%	-$569K	0.56%	21
2022 Q2	$1.54M	Buy	28,252 +4,092	+17%	+$246K	0.64%	23
2022 Q1	$1.68M	Hold	24,160	–	–	0.57%	25
2021 Q4	$1.85M	Buy	24,160 +6,536	+37%	+$485K	0.57%	29
2021 Q3	$1.21M	Hold	17,624	–	–	0.41%	45
2021 Q2	$1.23M	Hold	17,624	–	–	0.37%	58
2021 Q1	$1.07M	Buy	17,624 +4,184	+31%	+$255K	0.36%	62
2020 Q4	$810K	Buy	13,440 +3,308	+33%	+$188K	0.3%	60
2020 Q3	$549K	Buy	10,132 +5,596	+123%	+$295K	0.24%	70
2020 Q2	$217K	Buy	+4,536	New	+$200K	0.11%	86

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

Element Pointe Advisors's IWF Position: Q2 2026 in Review

Element Pointe Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 27,972 shares worth $3.47M. The position accounts for 0.56% of the portfolio, ranked #20.

Element Pointe Advisors first reported a position in IWF in Q2 2020 and has held it in 25 quarters since. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Element Pointe Advisors held 27,972 shares of iShares Russell 1000 Growth ETF worth $3.47M as of Q2 2026.
Element Pointe Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.56% of Element Pointe Advisors's portfolio in Q2 2026, its #20 holding.
Element Pointe Advisors first reported a position in iShares Russell 1000 Growth ETF in Q2 2020 and has held it in 25 quarters since.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Element Pointe Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.