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

Financial Insights’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 		$773K Sell
6,225
-371
-6% -$44.7K 0.2% 67
2026
Q1 		$703K Sell
6,596
-68
-1% -$7.72K 0.23% 63
2025
Q4 		$789K Hold
6,664
– – 0.26% 57
2025
Q3 		$780K Buy
6,664
+164
+3% +$18.3K 0.26% 52
2025
Q2 		$690K Sell
6,500
-312
-5% -$29.8K 0.25% 53
2025
Q1 		$615K Sell
6,812
-6,288
-48% -$620K 0.24% 52
2024
Q4 		$1.32M Sell
13,100
-4,928
-27% -$485K 0.49% 35
2024
Q3 		$1.69M Sell
18,028
-1,724
-9% -$156K 0.53% 35
2024
Q2 		$1.8M Sell
19,752
-304
-2% -$26K 0.5% 39
2024
Q1 		$1.69M Buy
20,056
+608
+3% +$49K 0.47% 42
2023
Q4 		$1.47M Sell
19,448
-652
-3% -$46.1K 0.46% 42
2023
Q3 		$1.32M Sell
20,100
-648
-3% -$44.7K 0.47% 41
2023
Q2 		$1.43M Sell
20,748
-500
-2% -$31.8K 0.52% 38
2023
Q1 		$1.3M Buy
21,248
+24
+0.1% +$1.38K 0.53% 37
2022
Q4 		$1.14M Buy
21,224
+1,536
+8% +$84.5K 0.54% 44
2022
Q3 		$1.04M Buy
19,688
+1,884
+11% +$111K 0.7% 36
2022
Q2 		$973K Sell
17,804
-1,004
-5% -$60.3K 0.99% 27
2022
Q1 		$1.3M Sell
18,808
-512
-3% -$35K 1.2% 23
2021
Q4 		$1.48M Sell
19,320
-140
-0.7% -$10.4K 1.27% 20
2021
Q3 		$1.33M Sell
19,460
-2,048
-10% -$145K 1.23% 22
2021
Q2 		$1.46M Sell
21,508
-844
-4% -$54.4K 1.21% 19
2021
Q1 		$1.36M Sell
22,352
-140
-0.6% -$8.52K 1% 23
2020
Q4 		$1.36M Hold
22,492
– – 1.05% 22
2020
Q3 		$1.22M Sell
22,492
-55,904
-71% -$2.95M 1.04% 20
2020
Q2 		$1.15M Buy
78,396
+49,960
+176% +$2.2M 1.02% 19
2020
Q1 		$1.07M Sell
28,436
-4,920
-15% -$212K 1.13% 18
2019
Q4 		$1.47M Sell
33,356
-4,008
-11% -$167K 1.29% 16
2019
Q3 		$1.49M Buy
37,364
+640
+2% +$25.7K 1.43% 15
2019
Q2 		$1.44M Sell
36,724
-624
-2% -$24.1K 1.46% 15
2019
Q1 		$1.48M Buy
37,348
+608
+2% +$21.8K 1.54% 15
2018
Q4 		$1.31M Buy
+36,740
New +$1.3M 1.46% 15

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

Financial Insights's IWF Position: Q2 2026 in Review

Financial Insights reduced its iShares Russell 1000 Growth ETF (IWF) stake by 5.6% in Q2 2026, selling an estimated $44.7K and leaving 6,225 shares worth $773K. The position accounts for 0.2% of the portfolio, ranked #67.

Financial Insights first reported a position in IWF in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.8M in Q2 2024. 2,510 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Financial Insights held 6,225 shares of iShares Russell 1000 Growth ETF worth $773K as of Q2 2026.
  • Financial Insights sold 371 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $44.7K.
  • iShares Russell 1000 Growth ETF made up 0.2% of Financial Insights's portfolio in Q2 2026, its #67 holding.
  • Financial Insights first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • Financial Insights's iShares Russell 1000 Growth ETF position peaked at $1.8M in Q2 2024.
  • 2,510 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Financial Insights's 13F filing for Q2 2026, filed 25 Aug 2026.