Guerra Pan Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Guerra Pan Advisors’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	$583K	Hold	4,696	–	–	0.33%	61
2026 Q1	$501K	Hold	4,696	–	–	0.31%	67
2025 Q4	$556K	Sell	4,696 -204	-4%	-$24.2K	0.33%	62
2025 Q3	$574K	Hold	4,900	–	–	0.35%	59
2025 Q2	$520K	Hold	4,900	–	–	0.34%	60
2025 Q1	$442K	Hold	4,900	–	–	0.35%	65
2024 Q4	$492K	Hold	4,900	–	–	0.36%	62
2024 Q3	$460K	Hold	4,900	–	–	0.37%	65
2024 Q2	$447K	Hold	4,900	–	–	0.37%	63
2024 Q1	$413K	Hold	4,900	–	–	0.38%	69
2023 Q4	$371K	Hold	4,900	–	–	0.35%	71
2023 Q3	$326K	Hold	4,900	–	–	0.38%	64
2023 Q2	$337K	Hold	4,900	–	–	0.37%	66
2023 Q1	$299K	Hold	4,900	–	–	0.38%	69
2022 Q4	$262K	Hold	4,900	–	–	0.36%	73
2022 Q3	$261K	Hold	4,900	–	–	0.38%	67
2022 Q2	$300K	Hold	4,900	–	–	0.37%	68
2022 Q1	$302K	Hold	4,900	–	–	0.36%	67
2021 Q4	$374K	Buy	+4,900	New	+$363K	0.37%	66

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

Guerra Pan Advisors's IWF Position: Q2 2026 in Review

Guerra Pan Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 4,696 shares worth $583K. The position accounts for 0.33% of the portfolio, ranked #61.

Guerra Pan Advisors first reported a position in IWF in Q4 2021 and has held it in 19 quarters since. 2,510 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Guerra Pan Advisors held 4,696 shares of iShares Russell 1000 Growth ETF worth $583K as of Q2 2026.
Guerra Pan Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.33% of Guerra Pan Advisors's portfolio in Q2 2026, its #61 holding.
Guerra Pan Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
2,510 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Guerra Pan Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.