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

Flavin Financial Services’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	$484K	Sell	3,901 -387	-9%	-$46.7K	0.28%	61
2026 Q1	$457K	Hold	4,288	–	–	0.31%	59
2025 Q4	$507K	Buy	4,288 +1,744	+69%	+$207K	0.35%	56
2025 Q3	$298K	Buy	+2,544	New	+$283K	0.21%	65
2025 Q2	–	Sell	-2,540	Closed	-$229K	–	68
2025 Q1	$229K	Sell	2,540 -96	-4%	-$9.47K	0.21%	64
2024 Q4	$265K	Buy	+2,636	New	+$259K	0.25%	65

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

Flavin Financial Services's IWF Position: Q2 2026 in Review

Flavin Financial Services reduced its iShares Russell 1000 Growth ETF (IWF) stake by 9% in Q2 2026, selling an estimated $46.7K and leaving 3,901 shares worth $484K. The position accounts for 0.28% of the portfolio, ranked #61.

Flavin Financial Services first reported a position in IWF in Q4 2024 and has held it in 6 quarters since. The position peaked at $507K in Q4 2025. 2,514 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Flavin Financial Services held 3,901 shares of iShares Russell 1000 Growth ETF worth $484K as of Q2 2026.
Flavin Financial Services sold 387 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $46.7K.
iShares Russell 1000 Growth ETF made up 0.28% of Flavin Financial Services's portfolio in Q2 2026, its #61 holding.
Flavin Financial Services first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 6 quarters since.
Flavin Financial Services's iShares Russell 1000 Growth ETF position peaked at $507K in Q4 2025.
2,514 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Flavin Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.