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

Goldstein 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 		$1.31M Sell
10,549
-99
-0.9% -$11.9K 0.12% 72
2026
Q1 		$1.14M Sell
10,648
-100
-0.9% -$11.3K 0.13% 66
2025
Q4 		$1.27M Sell
10,748
-676
-6% -$80.1K 0.14% 60
2025
Q3 		$1.34M Sell
11,424
-12
-0.1% -$1.34K 0.16% 57
2025
Q2 		$1.21M Sell
11,436
-164
-1% -$15.7K 0.16% 52
2025
Q1 		$1.05M Buy
11,600
+644
+6% +$63.5K 0.15% 54
2024
Q4 		$1.1M Sell
10,956
-960
-8% -$94.4K 0.16% 50
2024
Q3 		$1.12M Sell
11,916
-740
-6% -$67.1K 0.17% 48
2024
Q2 		$1.15M Buy
12,656
+692
+6% +$59.1K 0.19% 43
2024
Q1 		$1.01M Buy
11,964
+60
+0.5% +$4.83K 0.17% 48
2023
Q4 		$902K Sell
11,904
-32
-0.3% -$2.26K 0.15% 78
2023
Q3 		$794K Sell
11,936
-76
-0.6% -$5.25K 0.17% 52
2023
Q2 		$826K Buy
12,012
+832
+7% +$52.9K 0.17% 54
2023
Q1 		$683K Sell
11,180
-40
-0.4% -$2.3K 0.15% 60
2022
Q4 		$601K Buy
+11,220
New +$617K 0.15% 64

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

Goldstein Advisors's IWF Position: Q2 2026 in Review

Goldstein Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.93% in Q2 2026, selling an estimated $11.9K and leaving 10,549 shares worth $1.31M. The position accounts for 0.12% of the portfolio, ranked #72.

Goldstein Advisors first reported a position in IWF in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.34M in Q3 2025. 2,502 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Goldstein Advisors held 10,549 shares of iShares Russell 1000 Growth ETF worth $1.31M as of Q2 2026.
  • Goldstein Advisors sold 99 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $11.9K.
  • iShares Russell 1000 Growth ETF made up 0.12% of Goldstein Advisors's portfolio in Q2 2026, its #72 holding.
  • Goldstein Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Goldstein Advisors's iShares Russell 1000 Growth ETF position peaked at $1.34M in Q3 2025.
  • 2,502 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.