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

Grantvest 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	$474K	Sell	3,821 -3,551	-48%	-$428K	0.27%	90
2026 Q1	$786K	Buy	7,372 +116	+2%	+$13.2K	0.51%	43
2025 Q4	$859K	Buy	7,256 +2,332	+47%	+$276K	0.55%	44
2025 Q3	$577K	Buy	4,924 +2,676	+119%	+$298K	0.4%	59
2025 Q2	$239K	Buy	+2,248	New	+$215K	0.18%	124

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

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

Grantvest Financial Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 48% in Q2 2026, selling an estimated $428K and leaving 3,821 shares worth $474K. The position accounts for 0.27% of the portfolio, ranked #90.

Grantvest Financial Group first reported a position in IWF in Q2 2025 and has held it in 5 quarters since. The position peaked at $859K in Q4 2025. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Grantvest Financial Group held 3,821 shares of iShares Russell 1000 Growth ETF worth $474K as of Q2 2026.
Grantvest Financial Group sold 3,551 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $428K.
iShares Russell 1000 Growth ETF made up 0.27% of Grantvest Financial Group's portfolio in Q2 2026, its #90 holding.
Grantvest Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q2 2025 and has held it in 5 quarters since.
Grantvest Financial Group's iShares Russell 1000 Growth ETF position peaked at $859K in Q4 2025.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Grantvest Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.