Global Assets Advisory’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Global Assets Advisory’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	$345K	Hold	2,800	–	–	0.08%	244
2026 Q1	$299K	Buy	2,800 +364	+15%	+$41.3K	0.09%	176
2025 Q4	$288K	Sell	2,436 -8	-0.3%	-$948	0.08%	222
2025 Q3	$286K	Sell	2,444 -56	-2%	-$6.24K	0.09%	211
2025 Q2	$263K	Sell	2,500 -5,144	-67%	-$492K	0.1%	173
2025 Q1	$664K	Buy	7,644 +5,096	+200%	+$503K	0.13%	137
2024 Q4	$255K	Sell	2,548 -24	-0.9%	-$2.36K	0.14%	129
2024 Q3	$238K	Hold	2,572	–	–	0.13%	145
2024 Q2	$234K	Hold	2,572	–	–	0.37%	51
2024 Q1	$217K	Buy	+2,572	New	+$207K	0.13%	132

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

Global Assets Advisory's IWF Position: Q2 2026 in Review

Global Assets Advisory held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 2,800 shares worth $345K. The position accounts for 0.08% of the portfolio, ranked #244.

Global Assets Advisory first reported a position in IWF in Q1 2024 and has held it in 10 quarters since. The position peaked at $664K in Q1 2025. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Global Assets Advisory held 2,800 shares of iShares Russell 1000 Growth ETF worth $345K as of Q2 2026.
Global Assets Advisory left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.08% of Global Assets Advisory's portfolio in Q2 2026, its #244 holding.
Global Assets Advisory first reported a position in iShares Russell 1000 Growth ETF in Q1 2024 and has held it in 10 quarters since.
Global Assets Advisory's iShares Russell 1000 Growth ETF position peaked at $664K in Q1 2025.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.