Ethos Financial Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Ethos Financial Group’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	$11.5M	Buy	96,128 +2,480	+3%	+$299K	0.77%	30
2026 Q1	$10.5M	Sell	93,648 -60,112	-39%	-$6.82M	0.77%	30
2025 Q4	$18.2M	Sell	153,760 -1,548	-1%	-$183K	1.34%	14
2025 Q3	$18.2M	Buy	155,308 +62,128	+67%	+$6.92M	1.43%	14
2025 Q2	$9.89M	Sell	93,180 -115,516	-55%	-$11M	0.85%	30
2025 Q1	$19.9M	Buy	208,696 +148,868	+249%	+$14.7M	1.9%	10
2024 Q4	$6.01M	Sell	59,828 -51,536	-46%	-$5.07M	0.78%	37
2024 Q3	$10.5M	Buy	111,364 +65,700	+144%	+$5.96M	1.72%	14
2024 Q2	$4.19M	Sell	45,664 -33,592	-42%	-$2.87M	0.74%	36
2024 Q1	$6.68M	Buy	+79,256	New	+$6.39M	1.26%	27
2023 Q4	–	Sell	-12,020	Closed	-$801K	–	282
2023 Q3	$801K	Buy	+12,020	New	+$830K	0.21%	67

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

Ethos Financial Group's IWF Position: Q2 2026 in Review

Ethos Financial Group increased its iShares Russell 1000 Growth ETF (IWF) stake by 2.6% in Q2 2026, buying an estimated $299K and bringing the position to 96,128 shares worth $11.5M. The position accounts for 0.77% of the portfolio, ranked #30.

Ethos Financial Group first reported a position in IWF in Q3 2023 and has held it in 11 quarters since. The position peaked at $19.9M in Q1 2025. 2,510 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Ethos Financial Group held 96,128 shares of iShares Russell 1000 Growth ETF worth $11.5M as of Q2 2026.
Ethos Financial Group bought 2,480 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $299K.
iShares Russell 1000 Growth ETF made up 0.77% of Ethos Financial Group's portfolio in Q2 2026, its #30 holding.
Ethos Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q3 2023 and has held it in 11 quarters since.
Ethos Financial Group's iShares Russell 1000 Growth ETF position peaked at $19.9M in Q1 2025.
2,510 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.