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Golden Road Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Golden Road Advisors’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 		$1.69M Buy
13,592
+332
+3% +$40K 0.82% 12
2026
Q1 		$1.41M Sell
13,260
-32
-0.2% -$3.63K 0.81% 13
2025
Q4 		$1.57M Sell
13,292
-440
-3% -$52.1K 0.9% 12
2025
Q3 		$1.61M Sell
13,732
-56
-0.4% -$6.24K 0.93% 12
2025
Q2 		$1.46M Buy
13,788
+16
+0.1% +$1.53K 0.97% 13
2025
Q1 		$1.24M Sell
13,772
-220
-2% -$21.7K 0.97% 11
2024
Q4 		$1.4M Sell
13,992
-276
-2% -$27.1K 1.06% 11
2024
Q3 		$1.34M Sell
14,268
-124
-0.9% -$11.2K 1.05% 12
2024
Q2 		$1.36M Hold
14,392
– – 1.12% 12
2024
Q1 		$1.21M Sell
14,392
-192
-1% -$15.5K 1.01% 12
2023
Q4 		$1.11M Buy
+14,584
New +$1.03M 1.06% 11

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

Golden Road Advisors's IWF Position: Q2 2026 in Review

Golden Road Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 2.5% in Q2 2026, buying an estimated $40K and bringing the position to 13,592 shares worth $1.69M. The position accounts for 0.82% of the portfolio, ranked #12.

Golden Road Advisors first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. 2,491 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Golden Road Advisors held 13,592 shares of iShares Russell 1000 Growth ETF worth $1.69M as of Q2 2026.
  • Golden Road Advisors bought 332 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $40K.
  • iShares Russell 1000 Growth ETF made up 0.82% of Golden Road Advisors's portfolio in Q2 2026, its #12 holding.
  • Golden Road Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,491 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Golden Road Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.