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

Financial Perspectives’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	$2.06M	Buy	16,577 +917	+6%	+$111K	0.5%	39
2026 Q1	$1.67M	Buy	15,660 +1,096	+8%	+$124K	0.47%	41
2025 Q4	$1.72M	Buy	14,564 +1,004	+7%	+$119K	0.46%	39
2025 Q3	$1.59M	Buy	13,560 +188	+1%	+$20.9K	0.44%	40
2025 Q2	$1.42M	Buy	13,372 +328	+3%	+$31.4K	0.43%	41
2025 Q1	$1.18M	Buy	13,044 +64	+0.5%	+$6.31K	0.4%	42
2024 Q4	$1.3M	Buy	12,980 +308	+2%	+$30.3K	0.44%	39
2024 Q3	$1.19M	Buy	12,672 +208	+2%	+$18.9K	0.41%	45
2024 Q2	$1.14M	Buy	12,464 +356	+3%	+$30.4K	0.42%	41
2024 Q1	$1.02M	Buy	12,108 +384	+3%	+$30.9K	0.39%	45
2023 Q4	$889K	Buy	11,724 +888	+8%	+$62.8K	0.36%	46
2023 Q3	$721K	Buy	10,836 +848	+8%	+$58.6K	0.33%	48
2023 Q2	$687K	Buy	9,988 +968	+11%	+$61.6K	0.3%	53
2023 Q1	$551K	Buy	9,020 +960	+12%	+$55.3K	0.26%	58
2022 Q4	$432K	Buy	8,060 +568	+8%	+$31.2K	0.22%	68
2022 Q3	$394K	Buy	7,492 +840	+13%	+$49.4K	0.22%	70
2022 Q2	$364K	Buy	6,652 +5,552	+505%	+$333K	0.21%	70
2022 Q1	$76.3K	Buy	+1,100	New	+$75.1K	0.04%	214

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 Perspectives's IWF Position: Q2 2026 in Review

Financial Perspectives increased its iShares Russell 1000 Growth ETF (IWF) stake by 5.9% in Q2 2026, buying an estimated $111K and bringing the position to 16,577 shares worth $2.06M. The position accounts for 0.5% of the portfolio, ranked #39.

Financial Perspectives first reported a position in IWF in Q1 2022 and has held it in 18 quarters since. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Financial Perspectives held 16,577 shares of iShares Russell 1000 Growth ETF worth $2.06M as of Q2 2026.
Financial Perspectives bought 917 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $111K.
iShares Russell 1000 Growth ETF made up 0.5% of Financial Perspectives's portfolio in Q2 2026, its #39 holding.
Financial Perspectives first reported a position in iShares Russell 1000 Growth ETF in Q1 2022 and has held it in 18 quarters since.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.