EI
IWF icon

Ellevest Inc’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Ellevest Inc’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 		$1.99M Buy
15,322
+670
+5% +$80.8K 0.23% 59
2026
Q1 		$1.56M Buy
14,652
+1,936
+15% +$220K 0.22% 65
2025
Q4 		$1.5M Hold
12,716
– – 0.21% 66
2025
Q3 		$1.49M Buy
12,716
+1,960
+18% +$218K 0.21% 67
2025
Q2 		$1.14M Hold
10,756
– – 0.18% 84
2025
Q1 		$971K Buy
10,756
+1,472
+16% +$145K 0.06% 104
2024
Q4 		$932K Sell
9,284
-3,596
-28% -$354K 0.05% 111
2024
Q3 		$1.21M Hold
12,880
– – 0.07% 88
2024
Q2 		$1.17M Sell
12,880
-908
-7% -$77.5K 0.07% 83
2024
Q1 		$1.16M Buy
13,788
+908
+7% +$73.2K 0.07% 82
2023
Q4 		$976K Sell
12,880
-28
-0.2% -$1.98K 0.07% 85
2023
Q3 		$858K Sell
12,908
-340
-3% -$23.5K 0.07% 76
2023
Q2 		$911K Buy
13,248
+3,028
+30% +$193K 0.07% 71
2023
Q1 		$624K Hold
10,220
– – 0.05% 98
2022
Q4 		$547K Buy
10,220
+808
+9% +$44.4K 0.05% 110
2022
Q3 		$495K Hold
9,412
– – 0.05% 101
2022
Q2 		$515K Buy
9,412
+1,988
+27% +$119K 0.05% 98
2022
Q1 		$515K Buy
7,424
+4
+0.1% +$273 0.04% 115
2021
Q4 		$567K Sell
7,420
-3,152
-30% -$234K 0.05% 90
2021
Q3 		$724K Sell
10,572
-452
-4% -$32K 0.07% 67
2021
Q2 		$748K Buy
11,024
+364
+3% +$23.5K 0.07% 64
2021
Q1 		$648K Buy
10,660
+976
+10% +$59.4K 0.08% 67
2020
Q4 		$584K Buy
9,684
+8
+0.1% +$455 0.09% 58
2020
Q3 		$525K Sell
9,676
-1,236
-11% -$65.1K 0.09% 53
2020
Q2 		$524K Buy
10,912
+516
+5% +$22.7K 0.11% 46
2020
Q1 		$392K Buy
10,396
+1,408
+16% +$60.7K 0.11% 43
2019
Q4 		$395K Hold
8,988
– – 0.11% 36
2019
Q3 		$359K Buy
8,988
+3,160
+54% +$127K 0.13% 34
2019
Q2 		$229K Sell
5,828
-1,668
-22% -$64.5K 0.09% 48
2019
Q1 		$284K Sell
7,496
-1,112
-13% -$40K 0.14% 36
2018
Q4 		$281K Buy
+8,608
New +$303K 0.14% 50

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

Ellevest Inc's IWF Position: Q2 2026 in Review

Ellevest Inc increased its iShares Russell 1000 Growth ETF (IWF) stake by 4.6% in Q2 2026, buying an estimated $80.8K and bringing the position to 15,322 shares worth $1.99M. The position accounts for 0.23% of the portfolio, ranked #59.

Ellevest Inc first reported a position in IWF in Q4 2018 and has held it in 31 quarters since. 2,511 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Ellevest Inc held 15,322 shares of iShares Russell 1000 Growth ETF worth $1.99M as of Q2 2026.
  • Ellevest Inc bought 670 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $80.8K.
  • iShares Russell 1000 Growth ETF made up 0.23% of Ellevest Inc's portfolio in Q2 2026, its #59 holding.
  • Ellevest Inc first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • 2,511 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.