Francis Financial’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Francis Financial’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	$942K	Buy	7,586 +1,578	+26%	+$190K	0.15%	60
2026 Q1	$640K	Buy	6,008 +12	+0.2%	+$1.36K	0.12%	61
2025 Q4	$709K	Sell	5,996 -36	-0.6%	-$4.26K	0.14%	58
2025 Q3	$706K	Sell	6,032 -892	-13%	-$99.3K	0.13%	54
2025 Q2	$735K	Hold	6,924	–	–	0.17%	48
2025 Q1	$625K	Hold	6,924	–	–	0.15%	43
2024 Q4	$695K	Hold	6,924	–	–	0.18%	40
2024 Q3	$650K	Buy	6,924 +884	+15%	+$80.1K	0.17%	44
2024 Q2	$550K	Buy	+6,040	New	+$516K	0.17%	44

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

Francis Financial's IWF Position: Q2 2026 in Review

Francis Financial increased its iShares Russell 1000 Growth ETF (IWF) stake by 26% in Q2 2026, buying an estimated $190K and bringing the position to 7,586 shares worth $942K. The position accounts for 0.15% of the portfolio, ranked #60.

Francis Financial first reported a position in IWF in Q2 2024 and has held it in 9 quarters since. 2,511 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Francis Financial held 7,586 shares of iShares Russell 1000 Growth ETF worth $942K as of Q2 2026.
Francis Financial bought 1,578 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $190K.
iShares Russell 1000 Growth ETF made up 0.15% of Francis Financial's portfolio in Q2 2026, its #60 holding.
Francis Financial first reported a position in iShares Russell 1000 Growth ETF in Q2 2024 and has held it in 9 quarters since.
2,511 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Francis Financial's 13F filing for Q2 2026, filed 10 Aug 2026.