WAUI
IWF icon

WELLINGTON-ALTUS USA INC.’s iShares Russell 1000 Growth ETF IWF Stock Holding History

WELLINGTON-ALTUS USA INC.’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 		$134K Sell
314
-4,710
-94% -$568K 0.1% 171
2026
Q1 		$156K Buy
5,024
+3,768
+300% +$428K 0.09% 181
2025
Q4 		$149K Buy
+1,256
New +$149K 0.11% 156

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

WELLINGTON-ALTUS USA INC.'s IWF Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. reduced its iShares Russell 1000 Growth ETF (IWF) stake by 94% in Q2 2026, selling an estimated $568K and leaving 314 shares worth $134K. The position accounts for 0.1% of the portfolio, ranked #171.

WELLINGTON-ALTUS USA INC. first reported a position in IWF in Q4 2025 and has held it in 3 quarters since. The position peaked at $156K in Q1 2026. 2,515 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • WELLINGTON-ALTUS USA INC. held 314 shares of iShares Russell 1000 Growth ETF worth $134K as of Q2 2026.
  • WELLINGTON-ALTUS USA INC. sold 4,710 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $568K.
  • iShares Russell 1000 Growth ETF made up 0.1% of WELLINGTON-ALTUS USA INC.'s portfolio in Q2 2026, its #171 holding.
  • WELLINGTON-ALTUS USA INC. first reported a position in iShares Russell 1000 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • WELLINGTON-ALTUS USA INC.'s iShares Russell 1000 Growth ETF position peaked at $156K in Q1 2026.
  • 2,515 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.