Empirical Asset Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Empirical Asset 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	$2.85M	Buy	22,914 +742	+3%	+$89.5K	0.64%	26
2026 Q1	$2.36M	Sell	22,172 -132	-0.6%	-$15K	0.62%	25
2025 Q4	$2.64M	Buy	22,304 +148	+0.7%	+$17.5K	0.74%	19
2025 Q3	$2.59M	Buy	22,156 +692	+3%	+$77.1K	0.72%	23
2025 Q2	$2.28M	Hold	21,464	–	–	0.7%	27
2025 Q1	$1.94M	Buy	21,464 +284	+1%	+$28K	0.66%	32
2024 Q4	$1.87M	Buy	21,180 +4	+0%	+$393	0.62%	32
2024 Q3	$1.75M	Hold	21,176	–	–	0.62%	35
2024 Q2	$1.7M	Buy	+21,176	New	+$1.81M	0.64%	28

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

Empirical Asset Management's IWF Position: Q2 2026 in Review

Empirical Asset Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 3.3% in Q2 2026, buying an estimated $89.5K and bringing the position to 22,914 shares worth $2.85M. The position accounts for 0.64% of the portfolio, ranked #26.

Empirical Asset Management first reported a position in IWF in Q2 2024 and has held it in 9 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Empirical Asset Management held 22,914 shares of iShares Russell 1000 Growth ETF worth $2.85M as of Q2 2026.
Empirical Asset Management bought 742 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $89.5K.
iShares Russell 1000 Growth ETF made up 0.64% of Empirical Asset Management's portfolio in Q2 2026, its #26 holding.
Empirical Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2024 and has held it in 9 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.