GC Wealth Management RIA’s iShares Russell 1000 Growth ETF IWF Stock Holding History

GC Wealth Management RIA’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	$12.4M	Buy	99,550 +25,094	+34%	+$3.03M	0.71%	23
2026 Q1	$7.94M	Buy	74,456 +18,752	+34%	+$2.13M	0.33%	45
2025 Q4	$6.59M	Buy	55,704 +7,152	+15%	+$847K	0.24%	60
2025 Q3	$5.69M	Buy	48,552 +13,136	+37%	+$1.46M	0.19%	91
2025 Q2	$3.76M	Buy	35,416 +6,780	+24%	+$648K	0.31%	67
2025 Q1	$2.59M	Buy	28,636 +1,028	+4%	+$101K	0.47%	51
2024 Q4	$2.77M	Buy	27,608 +1,132	+4%	+$111K	0.49%	44
2024 Q3	$2.48M	Buy	26,476 +816	+3%	+$74K	0.43%	51
2024 Q2	$2.34M	Buy	25,660 +980	+4%	+$83.7K	0.46%	46
2024 Q1	$2.08M	Buy	24,680 +21,420	+657%	+$1.73M	0.42%	47
2023 Q4	$247K	Buy	+3,260	New	+$231K	0.11%	186

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

GC Wealth Management RIA's IWF Position: Q2 2026 in Review

GC Wealth Management RIA increased its iShares Russell 1000 Growth ETF (IWF) stake by 34% in Q2 2026, buying an estimated $3.03M and bringing the position to 99,550 shares worth $12.4M. The position accounts for 0.71% of the portfolio, ranked #23.

GC Wealth Management RIA first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

GC Wealth Management RIA held 99,550 shares of iShares Russell 1000 Growth ETF worth $12.4M as of Q2 2026.
GC Wealth Management RIA bought 25,094 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $3.03M.
iShares Russell 1000 Growth ETF made up 0.71% of GC Wealth Management RIA's portfolio in Q2 2026, its #23 holding.
GC Wealth Management RIA first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 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 GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.