Forvis Mazars Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Forvis Mazars Wealth 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	$6.95M	Sell	56,007 -1,329	-2%	-$160K	0.12%	80
2026 Q1	$6.11M	Sell	57,336 -5,388	-9%	-$612K	0.12%	85
2025 Q4	$7.42M	Buy	62,724 +1,208	+2%	+$143K	0.14%	75
2025 Q3	$7.2M	Sell	61,516 -844	-1%	-$94K	0.14%	76
2025 Q2	$6.62M	Buy	62,360 +3,416	+6%	+$327K	0.14%	79
2025 Q1	$5.32M	Sell	58,944 -2,488	-4%	-$245K	0.13%	81
2024 Q4	$6.17M	Buy	61,432 +896	+1%	+$88.1K	0.14%	79
2024 Q3	$5.68M	Sell	60,536 -15,476	-20%	-$1.4M	0.13%	87
2024 Q2	$6.93M	Sell	76,012 -452	-0.6%	-$38.6K	0.17%	73
2024 Q1	$6.44M	Buy	76,464 +5,440	+8%	+$438K	0.16%	76
2023 Q4	$5.38M	Sell	71,024 -1,864	-3%	-$132K	0.15%	80
2023 Q3	$4.85M	Sell	72,888 -1,320	-2%	-$91.1K	0.15%	84
2023 Q2	$5.11M	Sell	74,208 -7,880	-10%	-$501K	0.15%	96
2023 Q1	$5.01M	Sell	82,088 -16,756	-17%	-$965K	0.16%	82
2022 Q4	$5.29M	Buy	98,844 +1,688	+2%	+$92.9K	0.19%	80
2022 Q3	$5.11M	Sell	97,156 -56	-0.1%	-$3.29K	0.21%	71
2022 Q2	$5.32M	Buy	97,212 +3,116	+3%	+$187K	0.22%	66
2022 Q1	$6.53M	Sell	94,096 -4,388	-4%	-$300K	0.28%	45
2021 Q4	$7.52M	Sell	98,484 -2,596	-3%	-$192K	0.32%	38
2021 Q3	$6.92M	Sell	101,080 -268	-0.3%	-$19K	0.32%	39
2021 Q2	$6.88M	Sell	101,348 -3,748	-4%	-$242K	0.32%	37
2021 Q1	$6.39M	Sell	105,096 -2,580	-2%	-$157K	0.32%	38
2020 Q4	$6.49M	Sell	107,676 -2,784	-3%	-$158K	0.33%	36
2020 Q3	$5.99M	Buy	110,460 +32,552	+42%	+$1.71M	0.35%	36
2020 Q2	$3.74M	Sell	77,908 -2,232	-3%	-$98.4K	0.24%	50
2020 Q1	$3.02M	Buy	80,140 +2,724	+4%	+$117K	0.25%	47
2019 Q4	$3.4M	Sell	77,416 -628	-0.8%	-$26.2K	0.25%	52
2019 Q3	$3.12M	Buy	78,044 +5,324	+7%	+$213K	0.25%	53
2019 Q2	$2.86M	Sell	72,720 -1,220	-2%	-$47.2K	0.23%	59
2019 Q1	$2.8M	Sell	73,940 -292	-0.4%	-$10.5K	0.23%	61
2018 Q4	$2.43M	Buy	74,232 +336	+0.5%	+$11.8K	0.25%	55
2018 Q3	$2.88M	Sell	73,896 -2,000	-3%	-$75.7K	0.25%	50
2018 Q2	$2.73M	Buy	75,896 +4,300	+6%	+$152K	0.27%	52
2018 Q1	$2.44M	Buy	71,596 +30,568	+75%	+$1.07M	0.24%	56
2017 Q4	$1.38M	Sell	41,028 -752	-2%	-$24.6K	0.14%	84
2017 Q3	$1.31M	Buy	41,780 +800	+2%	+$24.5K	0.14%	79
2017 Q2	$1.22M	Sell	40,980 -556	-1%	-$16.3K	0.14%	83
2017 Q1	$1.18M	Hold	41,536	–	–	0.14%	79
2016 Q4	$1.09M	Hold	41,536	–	–	0.14%	79
2016 Q3	$1.08M	Sell	41,536 -1,328	-3%	-$34.5K	0.15%	75
2016 Q2	$1.07M	Buy	42,864 +2,500	+6%	+$62.4K	0.16%	77
2016 Q1	$1.01M	Sell	40,364 -2,744	-6%	-$64.8K	0.16%	75
2015 Q4	$1.07M	Buy	43,108 +672	+2%	+$16.8K	0.16%	67
2015 Q3	$987K	Sell	42,436 -9,988	-19%	-$246K	0.17%	66
2015 Q2	$1.3M	Sell	52,424 -6,452	-11%	-$162K	0.19%	66
2015 Q1	$1.46M	Buy	+58,876	New	+$1.44M	0.21%	61

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

Forvis Mazars Wealth Advisors's IWF Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.3% in Q2 2026, selling an estimated $160K and leaving 56,007 shares worth $6.95M. The position accounts for 0.12% of the portfolio, ranked #80.

Forvis Mazars Wealth Advisors first reported a position in IWF in Q1 2015 and has held it in 46 quarters since. The position peaked at $7.52M in Q4 2021. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Forvis Mazars Wealth Advisors held 56,007 shares of iShares Russell 1000 Growth ETF worth $6.95M as of Q2 2026.
Forvis Mazars Wealth Advisors sold 1,329 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $160K.
iShares Russell 1000 Growth ETF made up 0.12% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #80 holding.
Forvis Mazars Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2015 and has held it in 46 quarters since.
Forvis Mazars Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $7.52M in Q4 2021.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.