Granite Bay Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Granite Bay Wealth 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	$826K	Buy	6,650 +4,278	+180%	+$516K	0.08%	88
2026 Q1	$253K	Hold	2,372	–	–	0.05%	78
2025 Q4	$281K	Sell	2,372 -88	-4%	-$10.4K	0.07%	73
2025 Q3	$288K	Sell	2,460 -200	-8%	-$22.3K	0.08%	63
2025 Q2	$282K	Hold	2,660	–	–	0.09%	59
2025 Q1	$240K	Sell	2,660 -340	-11%	-$33.5K	0.08%	65
2024 Q4	$301K	Buy	+3,000	New	+$295K	0.11%	60

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

Granite Bay Wealth Management's IWF Position: Q2 2026 in Review

Granite Bay Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 180% in Q2 2026, buying an estimated $516K and bringing the position to 6,650 shares worth $826K. The position accounts for 0.08% of the portfolio, ranked #88.

Granite Bay Wealth Management first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. 2,502 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Granite Bay Wealth Management held 6,650 shares of iShares Russell 1000 Growth ETF worth $826K as of Q2 2026.
Granite Bay Wealth Management bought 4,278 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $516K.
iShares Russell 1000 Growth ETF made up 0.08% of Granite Bay Wealth Management's portfolio in Q2 2026, its #88 holding.
Granite Bay Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,502 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Granite Bay Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.