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

Family Management’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	$6.78M	Buy	54,583 +39,899	+272%	+$4.81M	0.7%	31
2026 Q1	$1.57M	Sell	14,684 -2,028	-12%	-$230K	0.19%	100
2025 Q4	$1.98M	Buy	16,712 +1,244	+8%	+$147K	0.25%	81
2025 Q3	$1.81M	Buy	15,468 +6,112	+65%	+$681K	0.25%	82
2025 Q2	$993K	Sell	9,356 -304	-3%	-$29.1K	0.15%	96
2025 Q1	$872K	Hold	9,660	–	–	0.14%	93
2024 Q4	$970K	Hold	9,660	–	–	0.16%	91
2024 Q3	$907K	Hold	9,660	–	–	0.15%	89
2024 Q2	$880K	Buy	9,660 +124	+1%	+$10.6K	0.15%	79
2024 Q1	$804K	Hold	9,536	–	–	0.15%	78
2023 Q4	$723K	Hold	9,536	–	–	0.15%	75
2023 Q3	$634K	Buy	9,536 +644	+7%	+$44.5K	0.14%	69
2023 Q2	$612K	Hold	8,892	–	–	0.13%	74
2023 Q1	$543K	Buy	+8,892	New	+$512K	0.13%	73

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 Management's IWF Position: Q2 2026 in Review

Family Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 272% in Q2 2026, buying an estimated $4.81M and bringing the position to 54,583 shares worth $6.78M. The position accounts for 0.7% of the portfolio, ranked #31.

Family Management first reported a position in IWF in Q1 2023 and has held it in 14 quarters since. 2,504 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Family Management held 54,583 shares of iShares Russell 1000 Growth ETF worth $6.78M as of Q2 2026.
Family Management bought 39,899 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $4.81M.
iShares Russell 1000 Growth ETF made up 0.7% of Family Management's portfolio in Q2 2026, its #31 holding.
Family Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2023 and has held it in 14 quarters since.
2,504 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.