FSM Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

FSM Wealth 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	$909K	Sell	7,317 -135	-2%	-$16.3K	0.1%	119
2026 Q1	$794K	Buy	7,452 +1,984	+36%	+$225K	0.1%	114
2025 Q4	$647K	Buy	5,468 +156	+3%	+$18.5K	0.09%	130
2025 Q3	$622K	Sell	5,312 -124	-2%	-$13.8K	0.09%	140
2025 Q2	$578K	Sell	5,436 -120	-2%	-$11.5K	0.09%	136
2025 Q1	$502K	Buy	+5,556	New	+$548K	0.11%	108
2023 Q3	–	Sell	-7,188	Closed	-$492K	–	161
2023 Q2	$492K	Hold	7,188	–	–	0.25%	84
2023 Q1	$439K	Sell	7,188 -2,840	-28%	-$164K	0.25%	85
2022 Q4	$537K	Buy	10,028 +3,940	+65%	+$217K	0.38%	67
2022 Q3	$320K	Hold	6,088	–	–	0.27%	94
2022 Q2	$378K	Buy	+6,088	New	+$365K	0.37%	69

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

FSM Wealth Advisors's IWF Position: Q2 2026 in Review

FSM Wealth Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.8% in Q2 2026, selling an estimated $16.3K and leaving 7,317 shares worth $909K. The position accounts for 0.1% of the portfolio, ranked #119.

FSM Wealth Advisors first reported a position in IWF in Q2 2022 and has held it in 11 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

FSM Wealth Advisors held 7,317 shares of iShares Russell 1000 Growth ETF worth $909K as of Q2 2026.
FSM Wealth Advisors sold 135 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $16.3K.
iShares Russell 1000 Growth ETF made up 0.1% of FSM Wealth Advisors's portfolio in Q2 2026, its #119 holding.
FSM Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q2 2022 and has held it in 11 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.