Flagship Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Flagship Wealth Advisors’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	$180K	Buy	1,446 +1,258	+669%	+$152K	0.04%	163
2026 Q1	$20K	Sell	188 -248	-57%	-$28.1K	0.01%	254
2025 Q4	$51.6K	Hold	436	–	–	0.02%	216
2025 Q3	$51.1K	Buy	436 +248	+132%	+$27.6K	0.02%	215
2025 Q2	$20K	Hold	188	–	–	0.01%	270
2025 Q1	$17K	Hold	188	–	–	0.01%	268
2024 Q4	$18.9K	Buy	+188	New	+$18.5K	0.01%	253

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

Flagship Wealth Advisors's IWF Position: Q2 2026 in Review

Flagship Wealth Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 669% in Q2 2026, buying an estimated $152K and bringing the position to 1,446 shares worth $180K. The position accounts for 0.04% of the portfolio, ranked #163.

Flagship Wealth Advisors first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Flagship Wealth Advisors held 1,446 shares of iShares Russell 1000 Growth ETF worth $180K as of Q2 2026.
Flagship Wealth Advisors bought 1,258 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $152K.
iShares Russell 1000 Growth ETF made up 0.04% of Flagship Wealth Advisors's portfolio in Q2 2026, its #163 holding.
Flagship Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.