Elevatus Welath Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Elevatus Welath 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	$1.12M	Buy	9,028 +8	+0.1%	+$964	0.27%	75
2026 Q1	$962K	Buy	9,020 +8	+0.1%	+$908	0.5%	47
2025 Q4	$1.07M	Buy	9,012 +8	+0.1%	+$948	0.29%	65
2025 Q3	$1.05M	Buy	9,004 +8	+0.1%	+$891	0.3%	53
2025 Q2	$955K	Hold	8,996	–	–	0.32%	47
2025 Q1	$812K	Hold	8,996	–	–	0.46%	38
2024 Q4	$903K	Hold	8,996	–	–	0.31%	40
2024 Q3	$844K	Hold	8,996	–	–	0.28%	46
2024 Q2	$820K	Sell	8,996 -1,328	-13%	-$113K	0.31%	57
2024 Q1	$870K	Hold	10,324	–	–	0.34%	38
2023 Q4	$782K	Buy	10,324 +88	+0.9%	+$6.22K	0.36%	38
2023 Q3	$681K	Buy	+10,236	New	+$707K	0.62%	32

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 22.9% 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

Elevatus Welath Management's IWF Position: Q2 2026 in Review

Elevatus Welath Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.09% in Q2 2026, buying an estimated $964 and bringing the position to 9,028 shares worth $1.12M. The position accounts for 0.27% of the portfolio, ranked #75.

Elevatus Welath Management first reported a position in IWF in Q3 2023 and has held it in 12 quarters since. 2,517 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Elevatus Welath Management held 9,028 shares of iShares Russell 1000 Growth ETF worth $1.12M as of Q2 2026.
Elevatus Welath Management bought 8 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $964.
iShares Russell 1000 Growth ETF made up 0.27% of Elevatus Welath Management's portfolio in Q2 2026, its #75 holding.
Elevatus Welath Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2023 and has held it in 12 quarters since.
2,517 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Elevatus Welath Management's 13F filing for Q2 2026, filed 13 Aug 2026.