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Foundations Investment Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Foundations Investment 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 		$4.14M Buy
33,322
+1,446
+5% +$174K 0.04% 283
2026
Q1 		$3.4M Buy
31,876
+3,504
+12% +$398K 0.04% 278
2025
Q4 		$3.36M Sell
28,372
-4,852
-15% -$575K 0.04% 267
2025
Q3 		$3.89M Sell
33,224
-4,528
-12% -$504K 0.06% 241
2025
Q2 		$4.01M Sell
37,752
-127,544
-77% -$12.2M 0.06% 231
2025
Q1 		$14.9M Buy
165,296
+126,004
+321% +$12.4M 0.28% 93
2024
Q4 		$3.94M Buy
39,292
+1,576
+4% +$155K 0.08% 210
2024
Q3 		$3.54M Sell
37,716
-8,044
-18% -$729K 0.07% 210
2024
Q2 		$4.17M Buy
45,760
+17,580
+62% +$1.5M 0.1% 160
2024
Q1 		$2.37M Sell
28,180
-1,868
-6% -$151K 0.06% 220
2023
Q4 		$2.37M Buy
30,048
+1,040
+4% +$73.5K 0.06% 211
2023
Q3 		$1.93M Sell
29,008
-2,440
-8% -$168K 0.06% 221
2023
Q2 		$2.16M Buy
31,448
+11,376
+57% +$723K 0.07% 185
2023
Q1 		$1.23M Buy
20,072
+1,452
+8% +$83.7K 0.04% 211
2022
Q4 		$997K Sell
18,620
-596
-3% -$32.8K 0.04% 201
2022
Q3 		$1.01M Sell
19,216
-260
-1% -$15.3K 0.04% 171
2022
Q2 		$1.09M Buy
19,476
+7,308
+60% +$439K 0.05% 131
2022
Q1 		$797K Buy
12,168
+136
+1% +$9.28K 0.03% 143
2021
Q4 		$887K Buy
12,032
+4
+0% +$297 0.03% 131
2021
Q3 		$825K Sell
12,028
-308
-2% -$21.8K 0.04% 127
2021
Q2 		$858K Buy
12,336
+2,032
+20% +$131K 0.04% 112
2021
Q1 		$649K Buy
+10,304
New +$627K 0.04% 117

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

Foundations Investment Advisors's IWF Position: Q2 2026 in Review

Foundations Investment Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 4.5% in Q2 2026, buying an estimated $174K and bringing the position to 33,322 shares worth $4.14M. The position accounts for 0.04% of the portfolio, ranked #283.

Foundations Investment Advisors first reported a position in IWF in Q1 2021 and has held it in 22 quarters since. The position peaked at $14.9M in Q1 2025. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Foundations Investment Advisors held 33,322 shares of iShares Russell 1000 Growth ETF worth $4.14M as of Q2 2026.
  • Foundations Investment Advisors bought 1,446 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $174K.
  • iShares Russell 1000 Growth ETF made up 0.04% of Foundations Investment Advisors's portfolio in Q2 2026, its #283 holding.
  • Foundations Investment Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2021 and has held it in 22 quarters since.
  • Foundations Investment Advisors's iShares Russell 1000 Growth ETF position peaked at $14.9M in Q1 2025.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.