Fountainhead AM’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Fountainhead AM’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	$271K	Buy	2,184 +168	+8%	+$20.3K	0.2%	73
2026 Q1	$215K	Buy	2,016 +1,988	+7,100%	+$226K	0.19%	90
2025 Q4	$3.33K	Sell	28 -6,476	-100%	-$767K	﹤0.01%	155
2025 Q3	$762K	Buy	6,504 +144	+2%	+$16K	0.1%	83
2025 Q2	$675K	Buy	6,360 +32	+0.5%	+$3.06K	0.1%	87
2025 Q1	$571K	Buy	6,328 +40	+0.6%	+$3.95K	0.09%	76
2024 Q4	$631K	Buy	6,288 +236	+4%	+$23.2K	0.12%	70
2024 Q3	$568K	Buy	+6,052	New	+$549K	0.12%	67

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 22.9% 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

Fountainhead AM's IWF Position: Q2 2026 in Review

Fountainhead AM increased its iShares Russell 1000 Growth ETF (IWF) stake by 8.3% in Q2 2026, buying an estimated $20.3K and bringing the position to 2,184 shares worth $271K. The position accounts for 0.2% of the portfolio, ranked #73.

Fountainhead AM first reported a position in IWF in Q3 2024 and has held it in 8 quarters since. The position peaked at $762K in Q3 2025. 2,517 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Fountainhead AM held 2,184 shares of iShares Russell 1000 Growth ETF worth $271K as of Q2 2026.
Fountainhead AM bought 168 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $20.3K.
iShares Russell 1000 Growth ETF made up 0.2% of Fountainhead AM's portfolio in Q2 2026, its #73 holding.
Fountainhead AM first reported a position in iShares Russell 1000 Growth ETF in Q3 2024 and has held it in 8 quarters since.
Fountainhead AM's iShares Russell 1000 Growth ETF position peaked at $762K in Q3 2025.
2,517 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Fountainhead AM's 13F filing for Q2 2026, filed 3 Aug 2026.