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Glass Jacobson Investment Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Glass Jacobson Investment 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 		$3.86M Buy
31,104
+208
+0.7% +$25.1K 1.2% 17
2026
Q1 		$3.29M Sell
30,896
-208
-0.7% -$23.6K 1.14% 19
2025
Q4 		$3.68M Sell
31,104
-1,104
-3% -$131K 1.32% 11
2025
Q3 		$3.77M Sell
32,208
-104
-0.3% -$11.6K 1.36% 12
2025
Q2 		$3.43M Buy
32,312
+360
+1% +$34.4K 1.32% 16
2025
Q1 		$3.21M Hold
31,952
– – 1.05% 20
2024
Q4 		$3.21M Sell
31,952
-676
-2% -$66.5K 1.05% 20
2024
Q3 		$3.06M Buy
32,628
+700
+2% +$63.5K 1.02% 23
2024
Q2 		$2.91M Buy
31,928
+852
+3% +$72.7K 1.06% 23
2024
Q1 		$2.62M Buy
31,076
+356
+1% +$28.7K 0.98% 24
2023
Q4 		$2.33M Buy
30,720
+3,520
+13% +$249K 0.95% 24
2023
Q3 		$1.81M Sell
27,200
-400
-1% -$27.6K 0.83% 29
2023
Q2 		$1.9M Buy
+27,600
New +$1.76M 0.87% 29
2022
Q4 		$1.5M Buy
+27,992
New +$1.54M 0.74% 35

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

Glass Jacobson Investment Advisors's IWF Position: Q2 2026 in Review

Glass Jacobson Investment Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.67% in Q2 2026, buying an estimated $25.1K and bringing the position to 31,104 shares worth $3.86M. The position accounts for 1.2% of the portfolio, ranked #17.

Glass Jacobson Investment Advisors first reported a position in IWF in Q4 2022 and has held it in 14 quarters since. 2,498 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Glass Jacobson Investment Advisors held 31,104 shares of iShares Russell 1000 Growth ETF worth $3.86M as of Q2 2026.
  • Glass Jacobson Investment Advisors bought 208 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $25.1K.
  • iShares Russell 1000 Growth ETF made up 1.2% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #17 holding.
  • Glass Jacobson Investment Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • 2,498 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.