Fort Sheridan Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Fort Sheridan 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	$585K	Buy	4,708 +24	+0.5%	+$2.89K	0.06%	175
2026 Q1	$499K	Buy	4,684 +584	+14%	+$66.3K	0.06%	186
2025 Q4	$485K	Buy	4,100 +108	+3%	+$12.8K	0.06%	174
2025 Q3	$468K	Buy	3,992 +524	+15%	+$58.3K	0.06%	174
2025 Q2	$368K	Sell	3,468 -852	-20%	-$81.5K	0.05%	190
2025 Q1	$390K	Sell	4,320 -596	-12%	-$58.8K	0.06%	178
2024 Q4	$494K	Buy	4,916 +292	+6%	+$28.7K	0.07%	157
2024 Q3	$434K	Buy	4,624 +88	+2%	+$7.98K	0.07%	170
2024 Q2	$413K	Buy	4,536 +128	+3%	+$10.9K	0.07%	170
2024 Q1	$371K	Buy	4,408 +944	+27%	+$76.1K	0.07%	157
2023 Q4	$262K	Buy	3,464 +48	+1%	+$3.39K	0.05%	162
2023 Q3	$227K	Buy	3,416 +188	+6%	+$13K	0.05%	169
2023 Q2	$222K	Buy	+3,228	New	+$205K	0.05%	179
2022 Q1	–	Sell	-2,736	Closed	-$209K	–	195
2021 Q4	$209K	Buy	+2,736	New	+$203K	0.06%	176

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

Fort Sheridan Advisors's IWF Position: Q2 2026 in Review

Fort Sheridan Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.51% in Q2 2026, buying an estimated $2.89K and bringing the position to 4,708 shares worth $585K. The position accounts for 0.06% of the portfolio, ranked #175.

Fort Sheridan Advisors first reported a position in IWF in Q4 2021 and has held it in 14 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Fort Sheridan Advisors held 4,708 shares of iShares Russell 1000 Growth ETF worth $585K as of Q2 2026.
Fort Sheridan Advisors bought 24 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $2.89K.
iShares Russell 1000 Growth ETF made up 0.06% of Fort Sheridan Advisors's portfolio in Q2 2026, its #175 holding.
Fort Sheridan Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 14 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Fort Sheridan Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.