Envestnet Portfolio Solutions’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Envestnet Portfolio Solutions’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	$31.5M	Buy	253,464 +12,408	+5%	+$1.5M	0.15%	101
2026 Q1	$25.7M	Sell	241,056 -34,168	-12%	-$3.88M	0.14%	97
2025 Q4	$32.6M	Buy	275,224 +20,692	+8%	+$2.45M	0.11%	93
2025 Q3	$29.8M	Sell	254,532 -26,456	-9%	-$2.95M	0.11%	102
2025 Q2	$29.8M	Sell	280,988 -47,848	-15%	-$4.58M	0.11%	100
2025 Q1	$28.4M	Buy	328,836 +15,944	+5%	+$1.57M	0.11%	100
2024 Q4	$31.4M	Buy	312,892 +32,136	+11%	+$3.16M	0.1%	102
2024 Q3	$26.3M	Sell	280,756 -18,936	-6%	-$1.72M	0.09%	115
2024 Q2	$27.3M	Buy	299,692 +5,504	+2%	+$470K	0.1%	108
2024 Q1	$24.8M	Sell	294,188 -49,300	-14%	-$3.97M	0.09%	113
2023 Q4	$26M	Buy	343,488 +7,856	+2%	+$556K	0.11%	106
2023 Q3	$22.3M	Buy	+335,632	New	+$23.2M	0.11%	104

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

Envestnet Portfolio Solutions's IWF Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its iShares Russell 1000 Growth ETF (IWF) stake by 5.1% in Q2 2026, buying an estimated $1.5M and bringing the position to 253,464 shares worth $31.5M. The position accounts for 0.15% of the portfolio, ranked #101.

Envestnet Portfolio Solutions first reported a position in IWF in Q3 2023 and has held it in 12 quarters since. The position peaked at $32.6M in Q4 2025. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Envestnet Portfolio Solutions held 253,464 shares of iShares Russell 1000 Growth ETF worth $31.5M as of Q2 2026.
Envestnet Portfolio Solutions bought 12,408 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $1.5M.
iShares Russell 1000 Growth ETF made up 0.15% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #101 holding.
Envestnet Portfolio Solutions first reported a position in iShares Russell 1000 Growth ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's iShares Russell 1000 Growth ETF position peaked at $32.6M in Q4 2025.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.