Goelzer Investment Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Goelzer Investment Management’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	$3.94M	Buy	31,750 +18	+0.1%	+$2.17K	0.17%	99
2026 Q1	$3.38M	Buy	31,732 +20	+0.1%	+$2.27K	0.16%	113
2025 Q4	$3.75M	Buy	31,712 +20	+0.1%	+$2.37K	0.17%	106
2025 Q3	$3.71M	Sell	31,692 -540	-2%	-$60.1K	0.2%	105
2025 Q2	$3.42M	Buy	32,232 +20	+0.1%	+$1.91K	0.19%	108
2025 Q1	$2.91M	Sell	32,212 -1,888	-6%	-$186K	0.17%	118
2024 Q4	$3.42M	Sell	34,100 -27,428	-45%	-$2.7M	0.2%	105
2024 Q3	$5.77M	Sell	61,528 -7,972	-11%	-$723K	0.32%	73
2024 Q2	$6.33M	Sell	69,500 -11,196	-14%	-$956K	0.35%	61
2024 Q1	$6.8M	Buy	80,696 +41,732	+107%	+$3.36M	0.39%	63
2023 Q4	$2.95M	Sell	38,964 -1,328	-3%	-$93.9K	0.19%	109
2023 Q3	$2.68M	Sell	40,292 -1,424	-3%	-$98.3K	0.19%	107
2023 Q2	$2.87M	Buy	41,716 +500	+1%	+$31.8K	0.24%	108
2023 Q1	$2.52M	Sell	41,216 -100	-0.2%	-$5.76K	0.22%	111
2022 Q4	$2.21M	Buy	41,316 +5,512	+15%	+$303K	0.19%	123
2022 Q3	$1.88M	Buy	35,804 +31,496	+731%	+$1.85M	0.19%	125
2022 Q2	$236K	Sell	4,308 -6,396	-60%	-$384K	0.02%	208
2022 Q1	$743K	Sell	10,704 -17,640	-62%	-$1.2M	0.06%	159
2021 Q4	$2.17M	Buy	28,344 +292	+1%	+$21.6K	0.18%	135
2021 Q3	$1.92M	Sell	28,052 -408	-1%	-$28.9K	0.17%	143
2021 Q2	$1.93M	Sell	28,460 -1,600	-5%	-$103K	0.16%	150
2021 Q1	$1.83M	Sell	30,060 -7,700	-20%	-$469K	0.16%	146
2020 Q4	$2.28M	Sell	37,760 -2,476	-6%	-$141K	0.21%	129
2020 Q3	$2.18M	Buy	40,236 +960	+2%	+$50.6K	0.2%	127
2020 Q2	$1.89M	Sell	39,276 -580	-1%	-$25.6K	0.18%	136
2020 Q1	$1.5M	Sell	39,856 -17,192	-30%	-$741K	0.17%	140
2019 Q4	$2.51M	Sell	57,048 -668	-1%	-$27.9K	0.22%	122
2019 Q3	$2.3M	Sell	57,716 -5,276	-8%	-$212K	0.21%	130
2019 Q2	$2.48M	Sell	62,992 -6,416	-9%	-$248K	0.23%	127
2019 Q1	$2.63M	Buy	69,408 +10,452	+18%	+$376K	0.25%	123
2018 Q4	$1.93M	Sell	58,956 -968	-2%	-$34.1K	0.25%	130
2018 Q3	$2.34M	Buy	59,924 +380	+0.6%	+$14.4K	0.26%	125
2018 Q2	$2.14M	Buy	59,544 +16,308	+38%	+$576K	0.25%	133
2018 Q1	$1.47M	Buy	43,236 +17,960	+71%	+$630K	0.18%	144
2017 Q4	$851K	Sell	25,276 -1,140	-4%	-$37.4K	0.1%	153
2017 Q3	$826K	Sell	26,416 -740	-3%	-$22.6K	0.1%	151
2017 Q2	$808K	Sell	27,156 -1,340	-5%	-$39.3K	0.1%	147
2017 Q1	$811K	Hold	28,496	–	–	0.1%	146
2016 Q4	$747K	Hold	28,496	–	–	0.1%	152
2016 Q3	$742K	Sell	28,496 -768	-3%	-$20K	0.1%	153
2016 Q2	$734K	Hold	29,264	–	–	0.1%	152
2016 Q1	$730K	Buy	29,264 +4,000	+16%	+$94.5K	0.1%	153
2015 Q4	$628K	Buy	+25,264	New	+$630K	0.09%	160

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

Goelzer Investment Management's IWF Position: Q2 2026 in Review

Goelzer Investment Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.06% in Q2 2026, buying an estimated $2.17K and bringing the position to 31,750 shares worth $3.94M. The position accounts for 0.17% of the portfolio, ranked #99.

Goelzer Investment Management first reported a position in IWF in Q4 2015 and has held it in 43 quarters since. The position peaked at $6.8M in Q1 2024. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Goelzer Investment Management held 31,750 shares of iShares Russell 1000 Growth ETF worth $3.94M as of Q2 2026.
Goelzer Investment Management bought 18 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $2.17K.
iShares Russell 1000 Growth ETF made up 0.17% of Goelzer Investment Management's portfolio in Q2 2026, its #99 holding.
Goelzer Investment Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2015 and has held it in 43 quarters since.
Goelzer Investment Management's iShares Russell 1000 Growth ETF position peaked at $6.8M in Q1 2024.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.