Family Investment Center’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Family Investment Center’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	$842K	Sell	6,783 -81	-1%	-$9.77K	0.14%	48
2026 Q1	$732K	Sell	6,864 -76	-1%	-$8.63K	0.14%	41
2025 Q4	$821K	Sell	6,940 -8	-0.1%	-$948	0.17%	39
2025 Q3	$814K	Sell	6,948 -16	-0.2%	-$1.78K	0.17%	38
2025 Q2	$739K	Sell	6,964 -48	-0.7%	-$4.59K	0.17%	39
2025 Q1	$633K	Sell	7,012 -32	-0.5%	-$3.16K	0.15%	48
2024 Q4	$707K	Sell	7,044 -32	-0.5%	-$3.15K	0.18%	45
2024 Q3	$664K	Sell	7,076 -28	-0.4%	-$2.54K	0.17%	41
2024 Q2	$647K	Sell	7,104 -16	-0.2%	-$1.37K	0.19%	39
2024 Q1	$600K	Hold	7,120	–	–	0.19%	42
2023 Q4	$540K	Sell	7,120 -116	-2%	-$8.2K	0.27%	33
2023 Q3	$481K	Sell	7,236 -24	-0.3%	-$1.66K	0.29%	29
2023 Q2	$499K	Sell	7,260 -60	-0.8%	-$3.81K	0.32%	26
2023 Q1	$447K	Hold	7,320	–	–	0.31%	27
2022 Q4	$392K	Buy	+7,320	New	+$403K	0.29%	29

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

Family Investment Center's IWF Position: Q2 2026 in Review

Family Investment Center reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.2% in Q2 2026, selling an estimated $9.77K and leaving 6,783 shares worth $842K. The position accounts for 0.14% of the portfolio, ranked #48.

Family Investment Center first reported a position in IWF in Q4 2022 and has held it in 15 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Family Investment Center held 6,783 shares of iShares Russell 1000 Growth ETF worth $842K as of Q2 2026.
Family Investment Center sold 81 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $9.77K.
iShares Russell 1000 Growth ETF made up 0.14% of Family Investment Center's portfolio in Q2 2026, its #48 holding.
Family Investment Center first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 15 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Family Investment Center's 13F filing for Q2 2026, filed 23 Jul 2026.