Great Waters Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Great Waters 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	$2.49M	Sell	20,022 -94	-0.5%	-$11.3K	0.23%	22
2026 Q1	$2.14M	Sell	20,116 -236	-1%	-$26.8K	0.23%	23
2025 Q4	$2.41M	Sell	20,352 -532	-3%	-$63K	0.26%	22
2025 Q3	$2.45M	Buy	20,884 +352	+2%	+$39.2K	0.29%	22
2025 Q2	$2.18M	Buy	20,532 +4	+0%	+$382	0.28%	23
2025 Q1	$1.85M	Sell	20,528 -4,480	-18%	-$442K	0.26%	24
2024 Q4	$2.51M	Sell	25,008 -684	-3%	-$67.3K	0.32%	19
2024 Q3	$2.41M	Buy	25,692 +24	+0.1%	+$2.18K	0.33%	21
2024 Q2	$2.34M	Sell	25,668 -11,864	-32%	-$1.01M	0.36%	20
2024 Q1	$3.16M	Sell	37,532 -3,040	-7%	-$245K	0.52%	17
2023 Q4	$3M	Sell	40,572 -472	-1%	-$33.4K	0.53%	17
2023 Q3	$2.79M	Sell	41,044 -392	-0.9%	-$27.1K	0.55%	16
2023 Q2	$2.85M	Sell	41,436 -404	-1%	-$25.7K	0.57%	18
2023 Q1	$2.55M	Sell	41,840 -1,948	-4%	-$112K	0.54%	21
2022 Q4	$2.49M	Buy	+43,788	New	+$2.41M	0.54%	22

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

Great Waters Wealth Management's IWF Position: Q2 2026 in Review

Great Waters Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.47% in Q2 2026, selling an estimated $11.3K and leaving 20,022 shares worth $2.49M. The position accounts for 0.23% of the portfolio, ranked #22.

Great Waters Wealth Management first reported a position in IWF in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.16M in Q1 2024. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Great Waters Wealth Management held 20,022 shares of iShares Russell 1000 Growth ETF worth $2.49M as of Q2 2026.
Great Waters Wealth Management sold 94 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $11.3K.
iShares Russell 1000 Growth ETF made up 0.23% of Great Waters Wealth Management's portfolio in Q2 2026, its #22 holding.
Great Waters Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 15 quarters since.
Great Waters Wealth Management's iShares Russell 1000 Growth ETF position peaked at $3.16M in Q1 2024.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Great Waters Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.