Foster Dykema Cabot & Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Foster Dykema Cabot & Partners’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	$5.25M	Sell	42,269 -423	-1%	-$51K	0.31%	31
2026 Q1	$4.55M	Sell	42,692 -368	-0.9%	-$41.8K	0.29%	31
2025 Q4	$5.1M	Sell	43,060 -3,536	-8%	-$419K	0.31%	30
2025 Q3	$5.46M	Sell	46,596 -584	-1%	-$65K	0.36%	32
2025 Q2	$5.01M	Sell	47,180 -120	-0.3%	-$11.5K	0.35%	31
2025 Q1	$4.27M	Sell	47,300 -512	-1%	-$50.5K	0.34%	33
2024 Q4	$4.8M	Sell	47,812 -3,728	-7%	-$367K	0.37%	33
2024 Q3	$4.84M	Buy	51,540 +2,560	+5%	+$232K	0.41%	32
2024 Q2	$4.46M	Sell	48,980 -100	-0.2%	-$8.54K	0.4%	32
2024 Q1	$4.14M	Sell	49,080 -1,800	-4%	-$145K	0.39%	32
2023 Q4	$3.86M	Buy	+50,880	New	+$3.6M	0.41%	30

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

Foster Dykema Cabot & Partners's IWF Position: Q2 2026 in Review

Foster Dykema Cabot & Partners reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.99% in Q2 2026, selling an estimated $51K and leaving 42,269 shares worth $5.25M. The position accounts for 0.31% of the portfolio, ranked #31.

Foster Dykema Cabot & Partners first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.46M in Q3 2025. 2,510 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Foster Dykema Cabot & Partners held 42,269 shares of iShares Russell 1000 Growth ETF worth $5.25M as of Q2 2026.
Foster Dykema Cabot & Partners sold 423 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $51K.
iShares Russell 1000 Growth ETF made up 0.31% of Foster Dykema Cabot & Partners's portfolio in Q2 2026, its #31 holding.
Foster Dykema Cabot & Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
Foster Dykema Cabot & Partners's iShares Russell 1000 Growth ETF position peaked at $5.46M in Q3 2025.
2,510 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q2 2026, filed 11 Aug 2026.