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Estate Counselors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Estate Counselors’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 		– Sell
-2,104
Closed -$224K – 108
2026
Q1 		$224K Sell
2,104
-52,920
-96% -$6.01M 0.02% 94
2025
Q4 		$6.51M Buy
55,024
+480
+0.9% +$56.9K 0.55% 27
2025
Q3 		$6.39M Buy
54,544
+3,740
+7% +$416K 0.55% 28
2025
Q2 		$5.39M Buy
50,804
+40,560
+396% +$3.88M 0.53% 26
2025
Q1 		$925K Sell
10,244
-1,700
-14% -$168K 0.1% 67
2024
Q4 		$1.2M Sell
11,944
-52
-0.4% -$5.12K 0.13% 73
2024
Q3 		$1.13M Buy
11,996
+4
+0% +$363 0.12% 82
2024
Q2 		$1.09M Sell
11,992
-32
-0.3% -$2.73K 0.12% 87
2024
Q1 		$1.01M Sell
12,024
-51,880
-81% -$4.18M 0.12% 88
2023
Q4 		$4.84M Sell
63,904
-160,740
-72% -$11.4M 0.6% 36
2023
Q3 		$14.9M Sell
224,644
-36
-0% -$2.49K 1.99% 18
2023
Q2 		$15.5M Sell
224,680
-76,480
-25% -$4.86M 1.96% 18
2023
Q1 		$18.4M Buy
301,160
+182,220
+153% +$10.5M 2.43% 17
2022
Q4 		$6.4M Buy
+118,940
New +$6.54M 0.9% 35

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Estate Counselors's IWF Position: Q2 2026 in Review

Estate Counselors sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2026, closing a stake of 2,104 shares — an estimated $224K sold.

Estate Counselors first reported a position in IWF in Q4 2022 and held it in 14 quarters. The position peaked at $18.4M in Q1 2023. 2,510 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Estate Counselors reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Estate Counselors sold 2,104 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $224K.
  • Estate Counselors first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and held it in 14 quarters.
  • Estate Counselors's iShares Russell 1000 Growth ETF position peaked at $18.4M in Q1 2023.
  • 2,510 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Estate Counselors's 13F filing for Q2 2026, filed 7 Aug 2026.