Forum Private Client Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Forum Private Client 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	$1.74M	Sell	14,022 -38	-0.3%	-$4.58K	0.52%	27
2026 Q1	$1.5M	Sell	14,060 -312	-2%	-$35.4K	0.5%	28
2025 Q4	$1.7M	Sell	14,372 -312	-2%	-$37K	0.58%	26
2025 Q3	$1.72M	Sell	14,684 -80	-0.5%	-$8.91K	0.61%	25
2025 Q2	$1.57M	Buy	14,764 +48	+0.3%	+$4.59K	0.6%	25
2025 Q1	$1.33M	Sell	14,716 -728	-5%	-$71.8K	0.58%	25
2024 Q4	$1.55M	Sell	15,444 -252	-2%	-$24.8K	0.69%	25
2024 Q3	$1.47M	Sell	15,696 -92	-0.6%	-$8.34K	0.65%	26
2024 Q2	$1.44M	Sell	15,788 -900	-5%	-$76.8K	0.68%	27
2024 Q1	$1.41M	Sell	16,688 -28	-0.2%	-$2.26K	0.68%	27
2023 Q4	$1.27M	Buy	+16,716	New	+$1.18M	0.66%	29
2023 Q3	–	Sell	-18,424	Closed	-$1.27M	–	35
2023 Q2	$1.27M	Sell	18,424 -128	-0.7%	-$8.14K	0.73%	30
2023 Q1	$1.13M	Sell	18,552 -904	-5%	-$52.1K	0.72%	28
2022 Q4	$1.04M	Buy	19,456 +464	+2%	+$25.5K	0.72%	29
2022 Q3	$999K	Hold	18,992	–	–	0.75%	30
2022 Q2	$1.04M	Buy	18,992 +4,060	+27%	+$244K	0.75%	31
2022 Q1	$1.04M	Buy	+14,932	New	+$1.02M	0.8%	29

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

Forum Private Client Group's IWF Position: Q2 2026 in Review

Forum Private Client Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.27% in Q2 2026, selling an estimated $4.58K and leaving 14,022 shares worth $1.74M. The position accounts for 0.52% of the portfolio, ranked #27.

Forum Private Client Group first reported a position in IWF in Q1 2022 and has held it in 17 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Forum Private Client Group held 14,022 shares of iShares Russell 1000 Growth ETF worth $1.74M as of Q2 2026.
Forum Private Client Group sold 38 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $4.58K.
iShares Russell 1000 Growth ETF made up 0.52% of Forum Private Client Group's portfolio in Q2 2026, its #27 holding.
Forum Private Client Group first reported a position in iShares Russell 1000 Growth ETF in Q1 2022 and has held it in 17 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.