Financial Freedom LLC’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Financial Freedom LLC’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	–	Sell	-732	Closed	-$78K	–	254
2026 Q1	$78K	Hold	732	–	–	0.04%	151
2025 Q4	$86.6K	Hold	732	–	–	0.04%	146
2025 Q3	$85.7K	Hold	732	–	–	0.04%	146
2025 Q2	$77.7K	Hold	732	–	–	0.04%	151
2025 Q1	$66.1K	Hold	732	–	–	0.04%	159
2024 Q4	$73.5K	Hold	732	–	–	0.04%	145
2024 Q3	$68.7K	Hold	732	–	–	0.04%	150
2024 Q2	$66.7K	Hold	732	–	–	0.04%	150
2024 Q1	$61.7K	Hold	732	–	–	0.04%	154
2023 Q4	$55.5K	Hold	732	–	–	0.04%	151
2023 Q3	$48.7K	Hold	732	–	–	0.03%	154
2023 Q2	$50.4K	Hold	732	–	–	0.04%	150
2023 Q1	$44.7K	Hold	732	–	–	0.03%	153
2022 Q4	$39.2K	Buy	+732	New	+$40.3K	0.03%	162

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

Financial Freedom LLC's IWF Position: Q2 2026 in Review

Financial Freedom LLC sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2026, closing a stake of 732 shares — an estimated $78K sold.

Financial Freedom LLC first reported a position in IWF in Q4 2022 and held it in 14 quarters. The position peaked at $86.6K in Q4 2025. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Financial Freedom LLC reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2026 after selling out during the quarter.
Financial Freedom LLC sold 732 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $78K.
Financial Freedom LLC first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and held it in 14 quarters.
Financial Freedom LLC's iShares Russell 1000 Growth ETF position peaked at $86.6K in Q4 2025.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.