Global Wealth Strategies & Associates’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Global Wealth Strategies & Associates’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	$266K	Buy	2,140 +40	+2%	+$4.82K	0.05%	83
2026 Q1	$224K	Buy	2,100 +300	+17%	+$34.1K	0.06%	75
2025 Q4	$213K	Sell	1,800 -104	-5%	-$12.3K	0.05%	69
2025 Q3	$223K	Hold	1,904	–	–	0.06%	68
2025 Q2	$202K	Sell	1,904 -80	-4%	-$7.65K	0.06%	54
2025 Q1	$179K	Buy	1,984 +8	+0.4%	+$789	0.05%	55
2024 Q4	$198K	Sell	1,976 -84	-4%	-$8.26K	0.06%	53
2024 Q3	$193K	Buy	2,060 +84	+4%	+$7.62K	0.06%	46
2024 Q2	$180K	Hold	1,976	–	–	0.06%	42
2024 Q1	$167K	Hold	1,976	–	–	0.06%	50
2023 Q4	$150K	Buy	1,976 +160	+9%	+$11.3K	0.06%	48
2023 Q3	$121K	Hold	1,816	–	–	0.06%	51
2023 Q2	$125K	Hold	1,816	–	–	0.06%	50
2023 Q1	$111K	Sell	1,816 -160	-8%	-$9.22K	0.06%	51
2022 Q4	$106K	Buy	+1,976	New	+$109K	0.06%	54

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 Strategies & Associates's IWF Position: Q2 2026 in Review

Global Wealth Strategies & Associates increased its iShares Russell 1000 Growth ETF (IWF) stake by 1.9% in Q2 2026, buying an estimated $4.82K and bringing the position to 2,140 shares worth $266K. The position accounts for 0.05% of the portfolio, ranked #83.

Global Wealth Strategies & Associates first reported a position in IWF in Q4 2022 and has held it in 15 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Global Wealth Strategies & Associates held 2,140 shares of iShares Russell 1000 Growth ETF worth $266K as of Q2 2026.
Global Wealth Strategies & Associates bought 40 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $4.82K.
iShares Russell 1000 Growth ETF made up 0.05% of Global Wealth Strategies & Associates's portfolio in Q2 2026, its #83 holding.
Global Wealth Strategies & Associates first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 15 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.