Fortis Group Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Fortis Group 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	$1.28M	Hold	10,328	–	–	0.2%	118
2026 Q1	$1.1M	Hold	10,328	–	–	0.18%	132
2025 Q4	$1.22M	Buy	10,328 +20	+0.2%	+$2.37K	0.21%	129
2025 Q3	$1.21M	Hold	10,308	–	–	0.21%	107
2025 Q2	$1.09M	Hold	10,308	–	–	0.2%	107
2025 Q1	$931K	Hold	10,308	–	–	0.18%	112
2024 Q4	$1.03M	Hold	10,308	–	–	0.19%	95
2024 Q3	$967K	Hold	10,308	–	–	0.18%	96
2024 Q2	$939K	Hold	10,308	–	–	0.19%	79
2024 Q1	$869K	Sell	10,308 -10,308	-50%	-$831K	0.16%	100
2023 Q4	$1.56M	Buy	20,616 +10,308	+100%	+$729K	0.39%	36
2023 Q3	$685K	Buy	+10,308	New	+$712K	0.21%	56
2020 Q3	$1.22M	Buy	+22,456	New	+$1.18M	0.24%	52

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

Fortis Group Advisors's IWF Position: Q2 2026 in Review

Fortis Group Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 10,328 shares worth $1.28M. The position accounts for 0.2% of the portfolio, ranked #118.

Fortis Group Advisors first reported a position in IWF in Q3 2020 and has held it in 13 quarters since. The position peaked at $1.56M in Q4 2023. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Fortis Group Advisors held 10,328 shares of iShares Russell 1000 Growth ETF worth $1.28M as of Q2 2026.
Fortis Group Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.2% of Fortis Group Advisors's portfolio in Q2 2026, its #118 holding.
Fortis Group Advisors first reported a position in iShares Russell 1000 Growth ETF in Q3 2020 and has held it in 13 quarters since.
Fortis Group Advisors's iShares Russell 1000 Growth ETF position peaked at $1.56M in Q4 2023.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.