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

Frederick Financial Consultants’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	$10.1M	Buy	81,349 +337	+0.4%	+$40.6K	4.29%	8
2026 Q1	$8.64M	Sell	81,012 -900	-1%	-$102K	4.3%	8
2025 Q4	$9.69M	Sell	81,912 -108	-0.1%	-$12.8K	5.31%	6
2025 Q3	$9.6M	Sell	82,020 -176	-0.2%	-$19.6K	5.39%	6
2025 Q2	$8.72M	Sell	82,196 -280	-0.3%	-$26.8K	5.42%	6
2025 Q1	$7.45M	Sell	82,476 -600	-0.7%	-$59.2K	5.37%	6
2024 Q4	$8.34M	Buy	+83,076	New	+$8.17M	6.66%	3

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

Frederick Financial Consultants's IWF Position: Q2 2026 in Review

Frederick Financial Consultants increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.42% in Q2 2026, buying an estimated $40.6K and bringing the position to 81,349 shares worth $10.1M. The position accounts for 4.29% of the portfolio, ranked #8.

Frederick Financial Consultants first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. 2,514 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Frederick Financial Consultants held 81,349 shares of iShares Russell 1000 Growth ETF worth $10.1M as of Q2 2026.
Frederick Financial Consultants bought 337 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $40.6K.
iShares Russell 1000 Growth ETF made up 4.29% of Frederick Financial Consultants's portfolio in Q2 2026, its #8 holding.
Frederick Financial Consultants first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,514 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Frederick Financial Consultants's 13F filing for Q2 2026, filed 14 Aug 2026.