GWANC
IWF icon

Guardian Wealth Advisors (North Carolina)’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$433K Sell
3,488
-32
-0.9% -$3.86K 0.02% 262
2026
Q1 		$375K Hold
3,520
– – 0.02% 254
2025
Q4 		$417K Sell
3,520
-100
-3% -$11.8K 0.03% 244
2025
Q3 		$424K Buy
3,620
+572
+19% +$63.7K 0.03% 234
2025
Q2 		$324K Sell
3,048
-104
-3% -$9.94K 0.02% 257
2025
Q1 		$285K Sell
3,152
-88
-3% -$8.68K 0.02% 257
2024
Q4 		$325K Buy
3,240
+8
+0.2% +$787 0.03% 236
2024
Q3 		$303K Sell
3,232
-108
-3% -$9.79K 0.03% 212
2024
Q2 		$304K Sell
3,340
-112
-3% -$9.56K 0.04% 200
2024
Q1 		$291K Sell
3,452
-32
-0.9% -$2.58K 0.04% 215
2023
Q4 		$262K Sell
3,484
-68
-2% -$4.81K 0.04% 203
2023
Q3 		$238K Sell
3,552
-120
-3% -$8.29K 0.04% 205
2023
Q2 		$253K Sell
3,672
-288
-7% -$18.3K 0.04% 192
2023
Q1 		$242K Sell
3,960
-48
-1% -$2.77K 0.04% 187
2022
Q4 		$215K Buy
4,008
+2,656
+196% +$146K 0.04% 190
2022
Q3 		$71K Hold
1,352
– – 0.01% 222
2022
Q2 		$74K Buy
1,352
+800
+145% +$48K 0.01% 215
2022
Q1 		$38K Sell
552
-144
-21% -$9.83K 0.02% 195
2021
Q4 		$53K Buy
+696
New +$51.6K 0.02% 172

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

Guardian Wealth Advisors (North Carolina)'s IWF Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.91% in Q2 2026, selling an estimated $3.86K and leaving 3,488 shares worth $433K. The position accounts for 0.02% of the portfolio, ranked #262.

Guardian Wealth Advisors (North Carolina) first reported a position in IWF in Q4 2021 and has held it in 19 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 3,488 shares of iShares Russell 1000 Growth ETF worth $433K as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) sold 32 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $3.86K.
  • iShares Russell 1000 Growth ETF made up 0.02% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #262 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.