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

Fermata 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 		$606K Sell
4,879
-305
-6% -$36.8K 0.12% 138
2026
Q1 		$553K Buy
5,184
+108
+2% +$12.3K 0.12% 135
2025
Q4 		$601K Sell
5,076
-160
-3% -$19K 0.14% 124
2025
Q3 		$613K Sell
5,236
-23,916
-82% -$2.66M 0.16% 116
2025
Q2 		$3.09M Sell
29,152
-175,748
-86% -$16.8M 0.83% 38
2025
Q1 		$18.5M Sell
204,900
-24,312
-11% -$2.4M 3.35% 3
2024
Q4 		$23M Buy
229,212
+11,364
+5% +$1.12M 4.3% 3
2024
Q3 		$20.4M Buy
217,848
+13,476
+7% +$1.22M 4.15% 4
2024
Q2 		$18.6M Buy
204,372
+476
+0.2% +$40.6K 4.28% 4
2024
Q1 		$17.2M Buy
203,896
+38,912
+24% +$3.14M 3.87% 4
2023
Q4 		$12.5M Buy
164,984
+38,628
+31% +$2.73M 2.98% 6
2023
Q3 		$8.41M Buy
+126,356
New +$8.72M 2.37% 10
2023
Q2 		– Sell
-37,304
Closed -$2.28M – 90
2023
Q1 		$2.28M Sell
37,304
-44,608
-54% -$2.57M 1.38% 21
2022
Q4 		$4.4M Sell
81,912
-40,024
-33% -$2.2M 1.3% 25
2022
Q3 		$6.42M Buy
121,936
+6,220
+5% +$366K 2.09% 14
2022
Q2 		$6.33M Buy
115,716
+20,740
+22% +$1.25M 2.21% 10
2022
Q1 		$6.6M Buy
94,976
+15,636
+20% +$1.07M 2.47% 7
2021
Q4 		$6.07M Buy
79,340
+10,092
+15% +$748K 2.22% 11
2021
Q3 		$4.74M Buy
69,248
+52,424
+312% +$3.71M 2.09% 13
2021
Q2 		$1.14M Buy
16,824
+10,520
+167% +$678K 0.66% 39
2021
Q1 		$384K Buy
+6,304
New +$384K 0.32% 52

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fermata Advisors's IWF Position: Q2 2026 in Review

Fermata Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 5.9% in Q2 2026, selling an estimated $36.8K and leaving 4,879 shares worth $606K. The position accounts for 0.12% of the portfolio, ranked #138.

Fermata Advisors first reported a position in IWF in Q1 2021 and has held it in 21 quarters since. The position peaked at $23M in Q4 2024. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Fermata Advisors held 4,879 shares of iShares Russell 1000 Growth ETF worth $606K as of Q2 2026.
  • Fermata Advisors sold 305 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $36.8K.
  • iShares Russell 1000 Growth ETF made up 0.12% of Fermata Advisors's portfolio in Q2 2026, its #138 holding.
  • Fermata Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2021 and has held it in 21 quarters since.
  • Fermata Advisors's iShares Russell 1000 Growth ETF position peaked at $23M in Q4 2024.
  • 2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.