EPG Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

EPG Wealth 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	$7.73M	Buy	62,252 +28	+0%	+$3.38K	1.85%	13
2026 Q1	$6.63M	Sell	62,224 -160	-0.3%	-$18.2K	1.8%	13
2025 Q4	$7.38M	Sell	62,384 -120	-0.2%	-$14.2K	1.99%	10
2025 Q3	$7.32M	Sell	62,504 -3,020	-5%	-$336K	2.02%	9
2025 Q2	$6.96M	Sell	65,524 -5,600	-8%	-$535K	2.09%	9
2025 Q1	$6.42M	Sell	71,124 -1,696	-2%	-$167K	1.79%	9
2024 Q4	$7.31M	Sell	72,820 -244	-0.3%	-$24K	1.93%	8
2024 Q3	$6.86M	Buy	+73,064	New	+$6.62M	1.73%	10
2024 Q2	–	Sell	-82,484	Closed	-$7.04M	–	10
2024 Q1	$6.95M	Buy	82,484 +176	+0.2%	+$14.2K	1.7%	10
2023 Q4	$6.65M	Sell	82,308 -812	-1%	-$57.4K	1.75%	10
2023 Q3	$5.53M	Sell	83,120 -288	-0.3%	-$19.9K	1.67%	11
2023 Q2	$5.74M	Sell	83,408 -1,264	-1%	-$80.4K	1.7%	10
2023 Q1	$5.17M	Buy	84,672 +1,136	+1%	+$65.4K	1.63%	10
2022 Q4	$4.47M	Sell	83,536 -10,264	-11%	-$565K	1.7%	9
2022 Q3	$4.93M	Buy	93,800 +208	+0.2%	+$12.2K	2.03%	8
2022 Q2	$5.12M	Sell	93,592 -6,088	-6%	-$365K	2.19%	7
2022 Q1	$6.92M	Sell	99,680 -1,380	-1%	-$94.2K	2.39%	7
2021 Q4	$7.72M	Sell	101,060 -832	-0.8%	-$61.7K	2.72%	6
2021 Q3	$6.98M	Sell	101,892 -1,888	-2%	-$134K	2.8%	7
2021 Q2	$7.04M	Sell	103,780 -1,472	-1%	-$94.9K	2.99%	6
2021 Q1	$6.39M	Sell	105,252 -1,620	-2%	-$98.6K	3.11%	6
2020 Q4	$6.44M	Buy	106,872 +148	+0.1%	+$8.42K	3.87%	5
2020 Q3	$5.79M	Sell	106,724 -3,888	-4%	-$205K	4.28%	5
2020 Q2	$5.31M	Buy	110,612 +1,776	+2%	+$78.3K	3.76%	5
2020 Q1	$4.1M	Buy	108,836 +33,840	+45%	+$1.46M	3.01%	5
2019 Q4	$3.3M	Buy	+74,996	New	+$3.13M	2.42%	7

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

EPG Wealth Management's IWF Position: Q2 2026 in Review

EPG Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.04% in Q2 2026, buying an estimated $3.38K and bringing the position to 62,252 shares worth $7.73M. The position accounts for 1.85% of the portfolio, ranked #13.

EPG Wealth Management first reported a position in IWF in Q4 2019 and has held it in 26 quarters since. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

EPG Wealth Management held 62,252 shares of iShares Russell 1000 Growth ETF worth $7.73M as of Q2 2026.
EPG Wealth Management bought 28 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $3.38K.
iShares Russell 1000 Growth ETF made up 1.85% of EPG Wealth Management's portfolio in Q2 2026, its #13 holding.
EPG Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 26 quarters since.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.