Global Wealth Management Investment Advisory’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Global Wealth Management Investment 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	$461K	Sell	3,709 -1,235	-25%	-$149K	0.07%	122
2026 Q1	$527K	Sell	4,944 -88	-2%	-$9.99K	0.08%	119
2025 Q4	$596K	Sell	5,032 -436	-8%	-$51.6K	0.1%	118
2025 Q3	$640K	Buy	5,468 +180	+3%	+$20K	0.11%	118
2025 Q2	$561K	Sell	5,288 -4	-0.1%	-$382	0.11%	117
2025 Q1	$478K	Buy	5,292 +264	+5%	+$26K	0.1%	116
2024 Q4	$505K	Buy	5,028 +48	+1%	+$4.72K	0.1%	117
2024 Q3	$467K	Hold	4,980	–	–	0.1%	118
2024 Q2	$454K	Buy	+4,980	New	+$425K	0.11%	115
2024 Q1	–	Sell	-860	Closed	-$65.2K	–	295
2023 Q4	$65.2K	Hold	860	–	–	0.02%	177
2023 Q3	$57.2K	Hold	860	–	–	0.02%	186
2023 Q2	$59.2K	Buy	+860	New	+$54.7K	0.02%	188
2022 Q3	–	Sell	-860	Closed	-$47K	–	304
2022 Q2	$47K	Hold	860	–	–	0.02%	181
2022 Q1	$60K	Hold	860	–	–	0.02%	180
2021 Q4	$66K	Hold	860	–	–	0.02%	177
2021 Q3	$59K	Hold	860	–	–	0.02%	194
2021 Q2	$58K	Hold	860	–	–	0.02%	192
2021 Q1	$52K	Buy	+860	New	+$52.3K	0.02%	195
2019 Q1	–	Sell	-396	Closed	-$13K	–	719
2018 Q4	$13K	Buy	+396	New	+$14K	0.01%	344

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 Wealth Management Investment Advisory's IWF Position: Q2 2026 in Review

Global Wealth Management Investment Advisory reduced its iShares Russell 1000 Growth ETF (IWF) stake by 25% in Q2 2026, selling an estimated $149K and leaving 3,709 shares worth $461K. The position accounts for 0.07% of the portfolio, ranked #122.

Global Wealth Management Investment Advisory first reported a position in IWF in Q4 2018 and has held it in 19 quarters since. The position peaked at $640K in Q3 2025. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Global Wealth Management Investment Advisory held 3,709 shares of iShares Russell 1000 Growth ETF worth $461K as of Q2 2026.
Global Wealth Management Investment Advisory sold 1,235 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $149K.
iShares Russell 1000 Growth ETF made up 0.07% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #122 holding.
Global Wealth Management Investment Advisory first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 19 quarters since.
Global Wealth Management Investment Advisory's iShares Russell 1000 Growth ETF position peaked at $640K in Q3 2025.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.