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GLOBALT Investments’s iShares Russell 1000 Growth ETF IWF Stock Holding History

GLOBALT Investments’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 		$454M Sell
3,659,660
-102,668
-3% -$12.4M 15.33% 1
2026
Q1 		$401M Buy
3,762,328
+136,852
+4% +$15.5M 14.3% 1
2025
Q4 		$429M Sell
3,625,476
-28,852
-0.8% -$3.42M 15.66% 1
2025
Q3 		$428M Sell
3,654,328
-97,440
-3% -$10.8M 15.63% 1
2025
Q2 		$398M Sell
3,751,768
-117,948
-3% -$11.3M 15.26% 1
2025
Q1 		$349M Sell
3,869,716
-375,236
-9% -$37M 14.27% 1
2024
Q4 		$426M Sell
4,244,952
-159,984
-4% -$15.7M 16.32% 1
2024
Q3 		$413M Sell
4,404,936
-182,128
-4% -$16.5M 15.48% 1
2024
Q2 		$418M Buy
4,587,064
+34,436
+0.8% +$2.94M 16.7% 1
2024
Q1 		$384M Sell
4,552,628
-77,964
-2% -$6.28M 15.27% 1
2023
Q4 		$351M Buy
+4,630,592
New +$327M 14.59% 1

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

GLOBALT Investments's IWF Position: Q2 2026 in Review

GLOBALT Investments reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.7% in Q2 2026, selling an estimated $12.4M and leaving 3,659,660 shares worth $454M. The position accounts for 15.33% of the portfolio, ranked #1.

GLOBALT Investments first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • GLOBALT Investments held 3,659,660 shares of iShares Russell 1000 Growth ETF worth $454M as of Q2 2026.
  • GLOBALT Investments sold 102,668 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $12.4M.
  • iShares Russell 1000 Growth ETF made up 15.33% of GLOBALT Investments's portfolio in Q2 2026, its #1 holding.
  • GLOBALT Investments first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.