FFM
IWF icon

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

Forum Financial 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 		$7.06M Buy
56,861
+2,209
+4% +$266K 0.09% 41
2026
Q1 		$5.83M Sell
54,652
-1,096
-2% -$124K 0.08% 44
2025
Q4 		$6.6M Sell
55,748
-620
-1% -$73.4K 0.09% 53
2025
Q3 		$6.6M Buy
56,368
+16
+0% +$1.78K 0.09% 48
2025
Q2 		$5.98M Sell
56,352
-5,028
-8% -$481K 0.09% 47
2025
Q1 		$5.54M Sell
61,380
-11,692
-16% -$1.15M 0.09% 48
2024
Q4 		$7.34M Sell
73,072
-1,656
-2% -$163K 0.12% 41
2024
Q3 		$7.01M Buy
74,728
+1,664
+2% +$151K 0.12% 40
2024
Q2 		$6.66M Buy
73,064
+756
+1% +$64.5K 0.12% 39
2024
Q1 		$6.09M Sell
72,308
-5,680
-7% -$458K 0.1% 47
2023
Q4 		$5.91M Sell
77,988
-1,128
-1% -$79.8K 0.11% 42
2023
Q3 		$5.26M Sell
79,116
-132
-0.2% -$9.12K 0.12% 41
2023
Q2 		$5.45M Sell
79,248
-872
-1% -$55.5K 0.12% 37
2023
Q1 		$4.89M Sell
80,120
-744
-0.9% -$42.9K 0.14% 37
2022
Q4 		$4.33M Buy
80,864
+16,312
+25% +$897K 0.14% 38
2022
Q3 		$3.4M Sell
64,552
-440
-0.7% -$25.9K 0.16% 42
2022
Q2 		$3.55M Buy
64,992
+512
+0.8% +$30.7K 0.18% 38
2022
Q1 		$4.47M Buy
64,480
+24
+0% +$1.64K 0.22% 30
2021
Q4 		$4.92M Buy
+64,456
New +$4.78M 0.25% 22

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

Forum Financial Management's IWF Position: Q2 2026 in Review

Forum Financial Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 4% in Q2 2026, buying an estimated $266K and bringing the position to 56,861 shares worth $7.06M. The position accounts for 0.09% of the portfolio, ranked #41.

Forum Financial Management first reported a position in IWF in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.34M in Q4 2024. 2,502 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Forum Financial Management held 56,861 shares of iShares Russell 1000 Growth ETF worth $7.06M as of Q2 2026.
  • Forum Financial Management bought 2,209 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $266K.
  • iShares Russell 1000 Growth ETF made up 0.09% of Forum Financial Management's portfolio in Q2 2026, its #41 holding.
  • Forum Financial Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's iShares Russell 1000 Growth ETF position peaked at $7.34M in Q4 2024.
  • 2,502 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.