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

Greenhouse 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 		$910K Sell
7,332
-4
-0.1% -$482 0.64% 22
2026
Q1 		$782K Hold
7,336
– – 0.48% 27
2025
Q4 		$868K Buy
7,336
+4
+0.1% +$474 0.51% 27
2025
Q3 		$859K Sell
7,332
-12
-0.2% -$1.34K 0.52% 27
2025
Q2 		$779K Buy
7,344
+4
+0.1% +$382 0.5% 27
2025
Q1 		$663K Buy
7,340
+4
+0.1% +$395 0.5% 26
2024
Q4 		$736K Buy
7,336
+4
+0.1% +$393 0.49% 29
2024
Q3 		$688K Sell
7,332
-1,588
-18% -$144K 0.46% 29
2024
Q2 		$813K Sell
8,920
-16
-0.2% -$1.37K 0.59% 24
2024
Q1 		$753K Sell
8,936
-280
-3% -$22.6K 0.56% 26
2023
Q4 		$699K Sell
9,216
-336
-4% -$23.8K 0.56% 26
2023
Q3 		$635K Hold
9,552
– – 0.57% 26
2023
Q2 		$657K Buy
9,552
+12
+0.1% +$763 0.58% 26
2023
Q1 		$583K Sell
9,540
-448
-4% -$25.8K 0.55% 26
2022
Q4 		$535K Buy
9,988
+36
+0.4% +$1.98K 0.54% 27
2022
Q3 		$524K Hold
9,952
– – 0.58% 25
2022
Q2 		$544K Buy
9,952
+12
+0.1% +$720 0.58% 25
2022
Q1 		$690K Buy
9,940
+8
+0.1% +$546 0.65% 25
2021
Q4 		$759K Buy
9,932
+24
+0.2% +$1.78K 0.68% 21
2021
Q3 		$679K Hold
9,908
– – 0.64% 24
2021
Q2 		$672K Buy
9,908
+20
+0.2% +$1.29K 0.62% 24
2021
Q1 		$601K Hold
9,888
– – 0.6% 27
2020
Q4 		$596K Buy
+9,888
New +$563K 0.59% 26

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

Greenhouse Wealth Management's IWF Position: Q2 2026 in Review

Greenhouse Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.05% in Q2 2026, selling an estimated $482 and leaving 7,332 shares worth $910K. The position accounts for 0.64% of the portfolio, ranked #22.

Greenhouse Wealth Management first reported a position in IWF in Q4 2020 and has held it in 23 quarters since. 2,512 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Greenhouse Wealth Management held 7,332 shares of iShares Russell 1000 Growth ETF worth $910K as of Q2 2026.
  • Greenhouse Wealth Management sold 4 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $482.
  • iShares Russell 1000 Growth ETF made up 0.64% of Greenhouse Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Greenhouse Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,512 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Greenhouse Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.