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

Fortress Financial Group’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	$2.85M	Sell	22,980 -1,716	-7%	-$207K	1.42%	12
2026 Q1	$2.63M	Buy	24,696 +84	+0.3%	+$9.53K	1.95%	11
2025 Q4	$2.91M	Sell	24,612 -32	-0.1%	-$3.79K	2.15%	11
2025 Q3	$2.89M	Sell	24,644 -296	-1%	-$33K	2.21%	12
2025 Q2	$2.65M	Sell	24,940 -944	-4%	-$90.3K	2.24%	12
2025 Q1	$2.34M	Buy	25,884 +44	+0.2%	+$4.34K	2.33%	12
2024 Q4	$2.59M	Buy	+25,840	New	+$2.54M	2.58%	11

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

Fortress Financial Group's IWF Position: Q2 2026 in Review

Fortress Financial Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 6.9% in Q2 2026, selling an estimated $207K and leaving 22,980 shares worth $2.85M. The position accounts for 1.42% of the portfolio, ranked #12.

Fortress Financial Group first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.91M in Q4 2025. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Fortress Financial Group held 22,980 shares of iShares Russell 1000 Growth ETF worth $2.85M as of Q2 2026.
Fortress Financial Group sold 1,716 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $207K.
iShares Russell 1000 Growth ETF made up 1.42% of Fortress Financial Group's portfolio in Q2 2026, its #12 holding.
Fortress Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
Fortress Financial Group's iShares Russell 1000 Growth ETF position peaked at $2.91M in Q4 2025.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Fortress Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.