FDW
IWF icon

Fourth Dimension Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Fourth Dimension Wealth’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 		$27.8K Hold
224
– – 0.01% 345
2026
Q1 		$23.9K Hold
224
– – 0.01% 296
2025
Q4 		$26.5K Hold
224
– – 0.01% 301
2025
Q3 		$26.2K Hold
224
– – 0.01% 292
2025
Q2 		$23.8K Hold
224
– – 0.01% 301
2025
Q1 		$20.2K Hold
224
– – 0.01% 318
2024
Q4 		$22.5K Buy
+224
New +$22K 0.01% 307

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

Fourth Dimension Wealth's IWF Position: Q2 2026 in Review

Fourth Dimension Wealth held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 224 shares worth $27.8K. The position accounts for 0.01% of the portfolio, ranked #345.

Fourth Dimension Wealth first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Fourth Dimension Wealth held 224 shares of iShares Russell 1000 Growth ETF worth $27.8K as of Q2 2026.
  • Fourth Dimension Wealth left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #345 holding.
  • Fourth Dimension Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.