F/M Investments’s iShares Russell 1000 Growth ETF IWF Stock Holding History

F/M Investments’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	$466K	Sell	3,756 -228	-6%	-$27.5K	0.02%	265
2026 Q1	$425K	Sell	3,984 -1,492	-27%	-$169K	0.03%	246
2025 Q4	$648K	Buy	5,476 +1,720	+46%	+$204K	0.02%	313
2025 Q3	$440K	Hold	3,756	–	–	0.02%	343
2025 Q2	$399K	Sell	3,756 -76	-2%	-$7.27K	0.01%	344
2025 Q1	$346K	Sell	3,832 -144	-4%	-$14.2K	0.01%	348
2024 Q4	$399K	Hold	3,976	–	–	0.01%	337
2024 Q3	$373K	Hold	3,976	–	–	0.01%	300
2024 Q2	$362K	Buy	+3,976	New	+$339K	0.01%	292

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

F/M Investments's IWF Position: Q2 2026 in Review

F/M Investments reduced its iShares Russell 1000 Growth ETF (IWF) stake by 5.7% in Q2 2026, selling an estimated $27.5K and leaving 3,756 shares worth $466K. The position accounts for 0.02% of the portfolio, ranked #265.

F/M Investments first reported a position in IWF in Q2 2024 and has held it in 9 quarters since. The position peaked at $648K in Q4 2025. 2,502 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

F/M Investments held 3,756 shares of iShares Russell 1000 Growth ETF worth $466K as of Q2 2026.
F/M Investments sold 228 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $27.5K.
iShares Russell 1000 Growth ETF made up 0.02% of F/M Investments's portfolio in Q2 2026, its #265 holding.
F/M Investments first reported a position in iShares Russell 1000 Growth ETF in Q2 2024 and has held it in 9 quarters since.
F/M Investments's iShares Russell 1000 Growth ETF position peaked at $648K in Q4 2025.
2,502 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.