Goldstone Financial Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Goldstone Financial Group’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	$730K	Sell	5,876 -192	-3%	-$23.1K	0.07%	155
2026 Q1	$647K	Sell	6,068 -544	-8%	-$61.7K	0.07%	150
2025 Q4	$782K	Sell	6,612 -128	-2%	-$15.2K	0.09%	135
2025 Q3	$789K	Sell	6,740 -112	-2%	-$12.5K	0.09%	132
2025 Q2	$734K	Sell	6,852 -28	-0.4%	-$2.68K	0.1%	126
2025 Q1	$621K	Sell	6,880 -3,320	-33%	-$328K	0.09%	118
2024 Q4	$1.02M	Buy	10,200 +520	+5%	+$51.1K	0.16%	90
2024 Q3	$909K	Buy	9,680 +380	+4%	+$34.5K	0.16%	93
2024 Q2	$848K	Sell	9,300 -1,520	-14%	-$130K	0.17%	90
2024 Q1	$912K	Sell	10,820 -504	-4%	-$40.6K	0.21%	76
2023 Q4	$858K	Sell	11,324 -288	-2%	-$20.4K	0.22%	77
2023 Q3	$772K	Buy	11,612 +1,144	+11%	+$79K	0.23%	85
2023 Q2	$720K	Sell	10,468 -2,596	-20%	-$165K	0.21%	82
2023 Q1	$798K	Buy	+13,064	New	+$753K	0.26%	67

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

Goldstone Financial Group's IWF Position: Q2 2026 in Review

Goldstone Financial Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3.2% in Q2 2026, selling an estimated $23.1K and leaving 5,876 shares worth $730K. The position accounts for 0.07% of the portfolio, ranked #155.

Goldstone Financial Group first reported a position in IWF in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.02M in Q4 2024. 2,516 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Goldstone Financial Group held 5,876 shares of iShares Russell 1000 Growth ETF worth $730K as of Q2 2026.
Goldstone Financial Group sold 192 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $23.1K.
iShares Russell 1000 Growth ETF made up 0.07% of Goldstone Financial Group's portfolio in Q2 2026, its #155 holding.
Goldstone Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q1 2023 and has held it in 14 quarters since.
Goldstone Financial Group's iShares Russell 1000 Growth ETF position peaked at $1.02M in Q4 2024.
2,516 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.