Elwood & Goetz Wealth Advisory Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Elwood & Goetz Wealth Advisory Group’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	$710K	Hold	5,720	–	–	0.11%	66
2026 Q1	$610K	Buy	5,720 +340	+6%	+$38.6K	0.1%	62
2025 Q4	$637K	Hold	5,380	–	–	0.11%	54
2025 Q3	$630K	Hold	5,380	–	–	0.12%	55
2025 Q2	$571K	Buy	5,380 +884	+20%	+$84.5K	0.12%	49
2025 Q1	$406K	Buy	+4,496	New	+$444K	0.1%	59

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

Elwood & Goetz Wealth Advisory Group's IWF Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 5,720 shares worth $710K. The position accounts for 0.11% of the portfolio, ranked #66.

Elwood & Goetz Wealth Advisory Group first reported a position in IWF in Q1 2025 and has held it in 6 quarters since. 2,502 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Elwood & Goetz Wealth Advisory Group held 5,720 shares of iShares Russell 1000 Growth ETF worth $710K as of Q2 2026.
Elwood & Goetz Wealth Advisory Group left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.11% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #66 holding.
Elwood & Goetz Wealth Advisory Group first reported a position in iShares Russell 1000 Growth ETF in Q1 2025 and has held it in 6 quarters since.
2,502 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.