Facet Wealth Inc’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Facet Wealth 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	$1.58M	Sell	12,744 -376	-3%	-$45.3K	0.02%	96
2026 Q1	$1.4M	Buy	13,120 +660	+5%	+$74.9K	0.02%	85
2025 Q4	$1.47M	Buy	12,460 +4,164	+50%	+$493K	0.03%	80
2025 Q3	$971K	Buy	8,296 +1,508	+22%	+$168K	0.02%	85
2025 Q2	$747K	Buy	6,788 +472	+7%	+$45.1K	0.02%	82
2025 Q1	$592K	Buy	6,316 +2,628	+71%	+$259K	0.02%	83
2024 Q4	$376K	Sell	3,688 -276	-7%	-$27.1K	0.01%	99
2024 Q3	$373K	Buy	3,964 +572	+17%	+$51.9K	0.01%	104
2024 Q2	$296K	Sell	3,392 -16	-0.5%	-$1.37K	0.01%	107
2024 Q1	$286K	Sell	3,408 -184	-5%	-$14.8K	0.01%	95
2023 Q4	$289K	Buy	+3,592	New	+$254K	0.01%	89

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

Facet Wealth Inc's IWF Position: Q2 2026 in Review

Facet Wealth Inc reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.9% in Q2 2026, selling an estimated $45.3K and leaving 12,744 shares worth $1.58M. The position accounts for 0.02% of the portfolio, ranked #96.

Facet Wealth Inc first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Facet Wealth Inc held 12,744 shares of iShares Russell 1000 Growth ETF worth $1.58M as of Q2 2026.
Facet Wealth Inc sold 376 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $45.3K.
iShares Russell 1000 Growth ETF made up 0.02% of Facet Wealth Inc's portfolio in Q2 2026, its #96 holding.
Facet Wealth Inc first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.