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

Fairman 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	$70.1K	Sell	565 -3	-0.5%	-$362	0.06%	92
2026 Q1	$60.3K	Buy	568 +4	+0.7%	+$454	0.05%	94
2025 Q4	$66.9K	Sell	564 -64	-10%	-$7.58K	0.05%	92
2025 Q3	$73.7K	Hold	628	–	–	0.06%	87
2025 Q2	$66.8K	Hold	628	–	–	0.05%	90
2025 Q1	$63.1K	Hold	628	–	–	0.06%	90
2024 Q4	$63.1K	Sell	628 -60	-9%	-$5.9K	0.05%	100
2024 Q3	$64.5K	Sell	688 -20	-3%	-$1.81K	0.06%	99
2024 Q2	$64.4K	Buy	708 +32	+5%	+$2.73K	0.07%	100
2024 Q1	$56.8K	Buy	676 +4	+0.6%	+$322	0.05%	90
2023 Q4	$51.1K	Buy	+672	New	+$47.5K	0.05%	101

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

Fairman Group's IWF Position: Q2 2026 in Review

Fairman Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.53% in Q2 2026, selling an estimated $362 and leaving 565 shares worth $70.1K. The position accounts for 0.06% of the portfolio, ranked #92.

Fairman Group first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. The position peaked at $73.7K in Q3 2025. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Fairman Group held 565 shares of iShares Russell 1000 Growth ETF worth $70.1K as of Q2 2026.
Fairman Group sold 3 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $362.
iShares Russell 1000 Growth ETF made up 0.06% of Fairman Group's portfolio in Q2 2026, its #92 holding.
Fairman Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
Fairman Group's iShares Russell 1000 Growth ETF position peaked at $73.7K in Q3 2025.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Fairman Group's 13F filing for Q2 2026, filed 4 Aug 2026.