Emergent Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Emergent Wealth 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	$384K	Buy	3,093 +1	+0%	+$121	0.2%	83
2026 Q1	$329K	Buy	3,092 +4	+0.1%	+$454	0.19%	91
2025 Q4	$365K	Buy	3,088 +4	+0.1%	+$474	0.21%	86
2025 Q3	$361K	Hold	3,084	–	–	0.21%	79
2025 Q2	$327K	Buy	3,084 +4	+0.1%	+$382	0.21%	81
2025 Q1	$278K	Buy	3,080 +4	+0.1%	+$395	0.2%	86
2024 Q4	$309K	Buy	3,076 +4	+0.1%	+$393	0.22%	82
2024 Q3	$288K	Buy	3,072 +4	+0.1%	+$363	0.21%	83
2024 Q2	$280K	Buy	3,068 +4	+0.1%	+$342	0.22%	83
2024 Q1	$258K	Sell	3,064 -316	-9%	-$25.5K	0.22%	83
2023 Q4	$256K	Buy	+3,380	New	+$239K	0.24%	84

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

Emergent Wealth Advisors's IWF Position: Q2 2026 in Review

Emergent Wealth Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.03% in Q2 2026, buying an estimated $121 and bringing the position to 3,093 shares worth $384K. The position accounts for 0.2% of the portfolio, ranked #83.

Emergent Wealth Advisors first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. 2,491 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Emergent Wealth Advisors held 3,093 shares of iShares Russell 1000 Growth ETF worth $384K as of Q2 2026.
Emergent Wealth Advisors bought 1 iShares Russell 1000 Growth ETF share in Q2 2026, an estimated $121.
iShares Russell 1000 Growth ETF made up 0.2% of Emergent Wealth Advisors's portfolio in Q2 2026, its #83 holding.
Emergent Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,491 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Emergent Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.