Focused Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Focused Wealth Management’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	$264K	Sell	2,130 -2	-0.1%	-$241	0.02%	202
2026 Q1	$227K	Hold	2,132	–	–	0.02%	178
2025 Q4	$252K	Buy	2,132 +4	+0.2%	+$474	0.03%	154
2025 Q3	$249K	Sell	2,128 -72	-3%	-$8.02K	0.03%	158
2025 Q2	$234K	Buy	+2,200	New	+$210K	0.03%	159
2025 Q1	–	Sell	-2,208	Closed	-$222K	–	204
2024 Q4	$222K	Hold	2,208	–	–	0.03%	144
2024 Q3	$207K	Buy	2,208 +4	+0.2%	+$363	0.03%	191
2024 Q2	$201K	Buy	+2,204	New	+$188K	0.03%	176
2024 Q1	–	Sell	-2,204	Closed	-$167K	–	572
2023 Q4	$167K	Buy	2,204 +4	+0.2%	+$283	0.03%	156
2023 Q3	$146K	Sell	2,200 -4	-0.2%	-$276	0.03%	157
2023 Q2	$152K	Sell	2,204 -40	-2%	-$2.54K	0.03%	163
2023 Q1	$137K	Buy	2,244 +4	+0.2%	+$230	0.03%	170
2022 Q4	$120K	Hold	2,240	–	–	0.02%	177
2022 Q3	$118K	Buy	2,240 +72	+3%	+$4.23K	0.02%	167
2022 Q2	$119K	Sell	2,168 -8	-0.4%	-$480	0.02%	174
2022 Q1	$151K	Buy	2,176 +4	+0.2%	+$273	0.02%	169
2021 Q4	$166K	Buy	2,172 +8	+0.4%	+$593	0.03%	199
2021 Q3	$148K	Sell	2,164 -28	-1%	-$1.98K	0.02%	215
2021 Q2	$149K	Hold	2,192	–	–	0.02%	216
2021 Q1	$133K	Sell	2,192 -28	-1%	-$1.7K	0.02%	231
2020 Q4	$134K	Buy	2,220 +4	+0.2%	+$228	0.03%	210
2020 Q3	$120K	Sell	2,216 -232	-9%	-$12.2K	0.03%	213
2020 Q2	$117K	Sell	2,448 -76	-3%	-$3.35K	0.03%	204
2020 Q1	$95K	Buy	2,524 +64	+3%	+$2.76K	0.03%	205
2019 Q4	$108K	Sell	2,460 -52	-2%	-$2.17K	0.03%	244
2019 Q3	$100K	Sell	2,512 -520	-17%	-$20.8K	0.03%	234
2019 Q2	$119K	Buy	3,032 +4	+0.1%	+$155	0.03%	216
2019 Q1	$115K	Sell	3,028 -120	-4%	-$4.31K	0.03%	199
2018 Q4	$103K	Buy	3,148 +32	+1%	+$1.13K	0.04%	225
2018 Q3	$121K	Buy	3,116 +184	+6%	+$6.97K	0.04%	209
2018 Q2	$105K	Sell	2,932 -3,520	-55%	-$124K	0.04%	216
2018 Q1	$220K	Sell	6,452 -35,468	-85%	-$1.24M	0.07%	144
2017 Q4	$1.41M	Buy	41,920 +1,656	+4%	+$54.3K	0.45%	36
2017 Q3	$1.26M	Buy	40,264 +7,468	+23%	+$229K	0.42%	41
2017 Q2	$976K	Buy	32,796 +3,432	+12%	+$101K	0.36%	45
2017 Q1	$835K	Buy	29,364 +27,992	+2,040%	+$776K	0.33%	53
2016 Q4	$36K	Sell	1,372 -292	-18%	-$7.58K	0.02%	309
2016 Q3	$43K	Buy	1,664 +272	+20%	+$7.07K	0.02%	290
2016 Q2	$35K	Sell	1,392 -240	-15%	-$5.99K	0.02%	293
2016 Q1	$41K	Sell	1,632 -16,300	-91%	-$385K	0.02%	215
2015 Q4	$446K	Sell	17,932 -556	-3%	-$13.9K	0.26%	66
2015 Q3	$430K	Sell	18,488 -392	-2%	-$9.65K	0.27%	62
2015 Q2	$467K	Sell	18,880 -12	-0.1%	-$302	0.29%	58
2015 Q1	$467K	Sell	18,892 -876	-4%	-$21.4K	0.29%	65
2014 Q4	$473K	Sell	19,768 -1,448	-7%	-$33.9K	0.33%	57
2014 Q3	$486K	Sell	21,216 -780	-4%	-$17.9K	0.37%	58
2014 Q2	$500K	Sell	21,996 -628	-3%	-$13.8K	0.39%	51
2014 Q1	$489K	Sell	22,624 -1,036	-4%	-$22.2K	0.41%	52
2013 Q4	$508K	Sell	23,660 -836	-3%	-$17.2K	0.43%	49
2013 Q3	$479K	Buy	+24,496	New	+$469K	0.46%	47

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

Focused Wealth Management's IWF Position: Q2 2026 in Review

Focused Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.09% in Q2 2026, selling an estimated $241 and leaving 2,130 shares worth $264K. The position accounts for 0.02% of the portfolio, ranked #202.

Focused Wealth Management first reported a position in IWF in Q3 2013 and has held it in 50 quarters since. The position peaked at $1.41M in Q4 2017. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Focused Wealth Management held 2,130 shares of iShares Russell 1000 Growth ETF worth $264K as of Q2 2026.
Focused Wealth Management sold 2 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $241.
iShares Russell 1000 Growth ETF made up 0.02% of Focused Wealth Management's portfolio in Q2 2026, its #202 holding.
Focused Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2013 and has held it in 50 quarters since.
Focused Wealth Management's iShares Russell 1000 Growth ETF position peaked at $1.41M in Q4 2017.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.