Glassman Wealth Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Glassman Wealth Services’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	$2.32M	Hold	18,716	–	–	0.28%	19
2026 Q1	$2M	Sell	18,716 -1,376	-7%	-$156K	0.27%	18
2025 Q4	$2.38M	Buy	20,092 +1,732	+9%	+$205K	0.32%	17
2025 Q3	$2.15M	Sell	18,360 -96	-0.5%	-$10.7K	0.3%	17
2025 Q2	$1.96M	Sell	18,456 -504	-3%	-$48.2K	0.3%	17
2025 Q1	$1.71M	Buy	18,960 +996	+6%	+$98.3K	0.29%	19
2024 Q4	$1.8M	Sell	17,964 -488	-3%	-$48K	0.3%	16
2024 Q3	$1.73M	Buy	18,452 +4	+0%	+$363	0.3%	18
2024 Q2	$1.68M	Sell	18,448 -624	-3%	-$53.3K	0.31%	18
2024 Q1	$1.61M	Buy	19,072 +1,692	+10%	+$136K	0.32%	17
2023 Q4	$1.32M	Sell	17,380 -1,244	-7%	-$88K	0.19%	38
2023 Q3	$1.24M	Buy	18,624 +260	+1%	+$18K	0.2%	37
2023 Q2	$1.26M	Sell	18,364 -1,632	-8%	-$104K	0.2%	36
2023 Q1	$1.22M	Buy	19,996 +4	+0%	+$230	0.21%	31
2022 Q4	$1.07M	Sell	19,992 -228	-1%	-$12.5K	0.2%	34
2022 Q3	$1.06M	Hold	20,220	–	–	0.23%	34
2022 Q2	$1.1M	Sell	20,220 -332	-2%	-$19.9K	0.23%	34
2022 Q1	$1.43M	Hold	20,552	–	–	0.26%	32
2021 Q4	$1.57M	Buy	20,552 +2,048	+11%	+$152K	0.29%	30
2021 Q3	$1.27M	Sell	18,504 -104	-0.6%	-$7.36K	0.27%	34
2021 Q2	$1.26M	Hold	18,608	–	–	0.26%	31
2021 Q1	$1.13M	Hold	18,608	–	–	0.24%	38
2020 Q4	$1.12M	Sell	18,608 -1,140	-6%	-$64.9K	0.26%	37
2020 Q3	$1.07M	Buy	19,748 +1,144	+6%	+$60.3K	0.3%	31
2020 Q2	$893K	Sell	18,604 -188	-1%	-$8.29K	0.28%	35
2020 Q1	$708K	Buy	18,792 +4	+0%	+$172	0.27%	37
2019 Q4	$826K	Buy	18,788 +1,760	+10%	+$73.5K	0.31%	41
2019 Q3	$680K	Hold	17,028	–	–	0.27%	46
2019 Q2	$670K	Buy	17,028 +400	+2%	+$15.5K	0.27%	46
2019 Q1	$629K	Buy	16,628 +4	+0%	+$144	0.27%	44
2018 Q4	$544K	Hold	16,624	–	–	0.29%	44
2018 Q3	$648K	Buy	16,624 +4	+0%	+$151	0.3%	41
2018 Q2	$598K	Hold	16,620	–	–	0.3%	39
2018 Q1	$565K	Buy	16,620 +956	+6%	+$33.5K	0.35%	36
2017 Q4	$528K	Buy	15,664 +312	+2%	+$10.2K	0.32%	35
2017 Q3	$480K	Sell	15,352 -212	-1%	-$6.49K	0.31%	39
2017 Q2	$463K	Buy	15,564 +472	+3%	+$13.9K	0.31%	39
2017 Q1	$429K	Hold	15,092	–	–	0.3%	35
2016 Q4	$396K	Sell	15,092 -252	-2%	-$6.54K	0.28%	36
2016 Q3	$400K	Buy	15,344 +14,532	+1,790%	+$378K	0.33%	32
2016 Q2	$20K	Hold	812	–	–	0.02%	218
2016 Q1	$20K	Hold	812	–	–	0.02%	214
2015 Q4	$20K	Sell	812 -8,380	-91%	-$209K	0.02%	226
2015 Q3	$214K	Hold	9,192	–	–	0.19%	60
2015 Q2	$228K	Hold	9,192	–	–	0.18%	57
2015 Q1	$227K	Hold	9,192	–	–	0.18%	55
2014 Q4	$220K	Buy	+9,192	New	+$215K	0.16%	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

Glassman Wealth Services's IWF Position: Q2 2026 in Review

Glassman Wealth Services held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 18,716 shares worth $2.32M. The position accounts for 0.28% of the portfolio, ranked #19.

Glassman Wealth Services first reported a position in IWF in Q4 2014 and has held it in 47 quarters since. The position peaked at $2.38M in Q4 2025. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Glassman Wealth Services held 18,716 shares of iShares Russell 1000 Growth ETF worth $2.32M as of Q2 2026.
Glassman Wealth Services left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.28% of Glassman Wealth Services's portfolio in Q2 2026, its #19 holding.
Glassman Wealth Services first reported a position in iShares Russell 1000 Growth ETF in Q4 2014 and has held it in 47 quarters since.
Glassman Wealth Services's iShares Russell 1000 Growth ETF position peaked at $2.38M in Q4 2025.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.