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

Formulate Financial’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 		$3.25M Sell
26,141
-99
-0.4% -$11.9K 3.42% 8
2026
Q1 		$2.8M Sell
26,240
-264
-1% -$30K 3.45% 8
2025
Q4 		$3.14M Buy
26,504
+1,992
+8% +$236K 3.68% 8
2025
Q3 		$2.87M Buy
+24,512
New +$2.73M 3.56% 9

Other funds holding IWF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Formulate Financial's IWF Position: Q2 2026 in Review

Formulate Financial reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.38% in Q2 2026, selling an estimated $11.9K and leaving 26,141 shares worth $3.25M. The position accounts for 3.42% of the portfolio, ranked #8.

Formulate Financial first reported a position in IWF in Q3 2025 and has held it in 4 quarters since. 1,749 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Formulate Financial held 26,141 shares of iShares Russell 1000 Growth ETF worth $3.25M as of Q2 2026.
  • Formulate Financial sold 99 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $11.9K.
  • iShares Russell 1000 Growth ETF made up 3.42% of Formulate Financial's portfolio in Q2 2026, its #8 holding.
  • Formulate Financial first reported a position in iShares Russell 1000 Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,749 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Formulate Financial's 13F filing for Q2 2026, filed 31 Jul 2026.