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Financial & Tax Architects’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Financial & Tax Architects’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
-2,448
Closed -$261K – 119
2026
Q1 		$261K Buy
+2,448
New +$278K 0.06% 101

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 22.9% 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 & Tax Architects's IWF Position: Q2 2026 in Review

Financial & Tax Architects sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2026, closing a stake of 2,448 shares — an estimated $261K sold.

Financial & Tax Architects first reported a position in IWF in Q1 2026 and held it in 1 quarter. The position peaked at $261K in Q1 2026. 2,517 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Financial & Tax Architects reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Financial & Tax Architects sold 2,448 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $261K.
  • Financial & Tax Architects first reported a position in iShares Russell 1000 Growth ETF in Q1 2026 and held it in 1 quarter.
  • Financial & Tax Architects's iShares Russell 1000 Growth ETF position peaked at $261K in Q1 2026.
  • 2,517 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Financial & Tax Architects's 13F filing for Q2 2026, filed 23 Jul 2026.