Everett Harris & Co’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Everett Harris & Co’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	$1.28M	Hold	10,292	–	–	0.02%	143
2026 Q1	$1.1M	Hold	10,292	–	–	0.01%	153
2025 Q4	$1.22M	Hold	10,292	–	–	0.01%	147
2025 Q3	$1.21M	Hold	10,292	–	–	0.01%	141
2025 Q2	$1.09M	Hold	10,292	–	–	0.01%	148
2025 Q1	$929K	Hold	10,292	–	–	0.01%	154
2024 Q4	$1.03M	Hold	10,292	–	–	0.01%	135
2024 Q3	$966K	Hold	10,292	–	–	0.01%	140
2024 Q2	$938K	Hold	10,292	–	–	0.01%	137
2024 Q1	$867K	Hold	10,292	–	–	0.01%	146
2023 Q4	$780K	Hold	10,292	–	–	0.01%	139
2023 Q3	$684K	Sell	10,292 -124	-1%	-$8.56K	0.01%	149
2023 Q2	$717K	Buy	10,416 +124	+1%	+$7.88K	0.01%	153
2023 Q1	$629K	Hold	10,292	–	–	0.01%	157
2022 Q4	$551K	Hold	10,292	–	–	0.01%	162
2022 Q3	$541K	Buy	10,292 +1,652	+19%	+$97.1K	0.01%	160
2022 Q2	$472K	Sell	8,640 -2,076	-19%	-$125K	0.01%	185
2022 Q1	$744K	Buy	10,716 +2,076	+24%	+$142K	0.01%	160
2021 Q4	$660K	Hold	8,640	–	–	0.01%	163
2021 Q3	$592K	Hold	8,640	–	–	0.01%	170
2021 Q2	$586K	Buy	+8,640	New	+$557K	0.01%	170

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

Everett Harris & Co's IWF Position: Q2 2026 in Review

Everett Harris & Co held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 10,292 shares worth $1.28M. The position accounts for 0.02% of the portfolio, ranked #143.

Everett Harris & Co first reported a position in IWF in Q2 2021 and has held it in 21 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Everett Harris & Co held 10,292 shares of iShares Russell 1000 Growth ETF worth $1.28M as of Q2 2026.
Everett Harris & Co left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.02% of Everett Harris & Co's portfolio in Q2 2026, its #143 holding.
Everett Harris & Co first reported a position in iShares Russell 1000 Growth ETF in Q2 2021 and has held it in 21 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Everett Harris & Co's 13F filing for Q2 2026, filed 3 Aug 2026.