Farther Finance Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Farther Finance Advisors’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	$25.6M	Sell	205,814 -2,094	-1%	-$252K	0.2%	96
2026 Q1	$22.4M	Buy	207,908 +23,044	+12%	+$2.62M	0.21%	92
2025 Q4	$21.9M	Buy	184,864 +68,848	+59%	+$8.16M	0.23%	82
2025 Q3	$13.6M	Buy	116,016 +26,092	+29%	+$2.91M	0.2%	90
2025 Q2	$9.55M	Buy	89,924 +13,844	+18%	+$1.32M	0.19%	104
2025 Q1	$6.92M	Buy	76,080 +11,484	+18%	+$1.13M	0.18%	116
2024 Q4	$6.49M	Buy	64,596 +1,580	+3%	+$155K	0.23%	87
2024 Q3	$5.91M	Buy	63,016 +6,816	+12%	+$618K	0.22%	88
2024 Q2	$5.17M	Buy	56,200 +1,760	+3%	+$150K	0.25%	75
2024 Q1	$4.58M	Buy	54,440 +15,572	+40%	+$1.25M	0.28%	70
2023 Q4	$2.95M	Buy	38,868 +34,800	+855%	+$2.46M	0.21%	93
2023 Q3	$271K	Buy	4,068 +2,344	+136%	+$162K	0.04%	315
2023 Q2	$119K	Buy	1,724 +684	+66%	+$43.5K	0.03%	411
2023 Q1	$63.5K	Buy	1,040 +768	+282%	+$44.2K	0.02%	536
2022 Q4	$14.6K	Buy	+272	New	+$15K	0.01%	829

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

Farther Finance Advisors's IWF Position: Q2 2026 in Review

Farther Finance Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1% in Q2 2026, selling an estimated $252K and leaving 205,814 shares worth $25.6M. The position accounts for 0.2% of the portfolio, ranked #96.

Farther Finance Advisors first reported a position in IWF in Q4 2022 and has held it in 15 quarters since. 2,491 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Farther Finance Advisors held 205,814 shares of iShares Russell 1000 Growth ETF worth $25.6M as of Q2 2026.
Farther Finance Advisors sold 2,094 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $252K.
iShares Russell 1000 Growth ETF made up 0.2% of Farther Finance Advisors's portfolio in Q2 2026, its #96 holding.
Farther Finance Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 15 quarters since.
2,491 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.