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

Fiduciary 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	$302K	Hold	2,436	–	–	0.02%	267
2026 Q1	$260K	Sell	2,436 -128	-5%	-$14.5K	0.02%	272
2025 Q4	$303K	Hold	2,564	–	–	0.03%	252
2025 Q3	$300K	Hold	2,564	–	–	0.03%	250
2025 Q2	$272K	Hold	2,564	–	–	0.03%	251
2025 Q1	$231K	Hold	2,564	–	–	0.02%	260
2024 Q4	$257K	Hold	2,564	–	–	0.03%	245
2024 Q3	$241K	Hold	2,564	–	–	0.02%	254
2024 Q2	$234K	Hold	2,564	–	–	0.03%	251
2024 Q1	$216K	Buy	+2,564	New	+$207K	0.02%	259

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

Fiduciary Group's IWF Position: Q2 2026 in Review

Fiduciary Group held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 2,436 shares worth $302K. The position accounts for 0.02% of the portfolio, ranked #267.

Fiduciary Group first reported a position in IWF in Q1 2024 and has held it in 10 quarters since. The position peaked at $303K in Q4 2025. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Fiduciary Group held 2,436 shares of iShares Russell 1000 Growth ETF worth $302K as of Q2 2026.
Fiduciary Group left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.02% of Fiduciary Group's portfolio in Q2 2026, its #267 holding.
Fiduciary Group first reported a position in iShares Russell 1000 Growth ETF in Q1 2024 and has held it in 10 quarters since.
Fiduciary Group's iShares Russell 1000 Growth ETF position peaked at $303K in Q4 2025.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Fiduciary Group's 13F filing for Q2 2026, filed 10 Aug 2026.