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

Fonville 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 		$242K Buy
+1,947
New +$235K 0.04% 134
2026
Q1 		– Sell
-1,876
Closed -$222K – 140
2025
Q4 		$222K Buy
1,876
+140
+8% +$16.6K 0.05% 118
2025
Q3 		$203K Buy
+1,736
New +$193K 0.05% 126

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 22.96% 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

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

Fonville Wealth Management opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q2 2026: 1,947 shares worth $242K. The stake represents 0.04% of the portfolio and ranks #134 among its holdings. This is a return to the name: Fonville Wealth Management previously reported a position in IWF as recently as Q4 2025.

Fonville Wealth Management first reported a position in IWF in Q3 2025 and has held it in 3 quarters since. 2,504 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Fonville Wealth Management held 1,947 shares of iShares Russell 1000 Growth ETF worth $242K as of Q2 2026.
  • iShares Russell 1000 Growth ETF was a new Fonville Wealth Management position in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 0.04% of Fonville Wealth Management's portfolio in Q2 2026, its #134 holding.
  • Fonville Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 2,504 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.