Guidance Point Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Guidance Point 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	$4.69M	Sell	37,769 -275	-0.7%	-$33.2K	0.99%	22
2026 Q1	$4.06M	Buy	38,044 +20	+0.1%	+$2.27K	0.96%	22
2025 Q4	$4.5M	Sell	38,024 -44	-0.1%	-$5.21K	1.04%	21
2025 Q3	$4.46M	Sell	38,068 -564	-1%	-$62.8K	1.08%	20
2025 Q2	$4.1M	Sell	38,632 -36	-0.1%	-$3.44K	1.05%	22
2025 Q1	$3.49M	Sell	38,668 -1,972	-5%	-$195K	0.99%	22
2024 Q4	$4.08M	Buy	40,640 +4,888	+14%	+$481K	1.15%	22
2024 Q3	$3.36M	Buy	35,752 +20	+0.1%	+$1.81K	0.98%	23
2024 Q2	$3.26M	Sell	35,732 -116	-0.3%	-$9.9K	1.02%	21
2024 Q1	$3.02M	Buy	35,848 +13,216	+58%	+$1.06M	0.99%	23
2023 Q4	$1.72M	Sell	22,632 -360	-2%	-$25.5K	0.64%	28
2023 Q3	$1.53M	Buy	22,992 +132	+0.6%	+$9.12K	0.62%	28
2023 Q2	$1.57M	Buy	22,860 +196	+0.9%	+$12.5K	0.6%	30
2023 Q1	$1.38M	Buy	22,664 +40	+0.2%	+$2.3K	0.56%	31
2022 Q4	$1.21M	Sell	22,624 -4	-0%	-$220	0.51%	32
2022 Q3	$1.19M	Buy	22,628 +40	+0.2%	+$2.35K	0.54%	38
2022 Q2	$1.24M	Sell	22,588 -36	-0.2%	-$2.16K	0.53%	39
2022 Q1	$1.57M	Sell	22,624 -28	-0.1%	-$1.91K	0.59%	37
2021 Q4	$1.73M	Sell	22,652 -72	-0.3%	-$5.34K	0.63%	29
2021 Q3	$1.56M	Sell	22,724 -28	-0.1%	-$1.98K	0.57%	28
2021 Q2	$1.54M	Buy	22,752 +332	+1%	+$21.4K	0.6%	29
2021 Q1	$1.36M	Buy	22,420 +2,056	+10%	+$125K	0.56%	30
2020 Q4	$1.23M	Buy	20,364 +20	+0.1%	+$1.14K	0.56%	33
2020 Q3	$1.1M	Sell	20,344 -68	-0.3%	-$3.58K	0.61%	34
2020 Q2	$979K	Sell	20,412 -876	-4%	-$38.6K	0.54%	36
2020 Q1	$801K	Sell	21,288 -52	-0.2%	-$2.24K	0.52%	37
2019 Q4	$940K	Sell	21,340 -636	-3%	-$26.6K	0.46%	33
2019 Q3	$877K	Buy	21,976 +44	+0.2%	+$1.76K	0.48%	33
2019 Q2	$862K	Buy	21,932 +40	+0.2%	+$1.55K	0.49%	34
2019 Q1	$828K	Sell	21,892 -320	-1%	-$11.5K	0.49%	33
2018 Q4	$727K	Buy	+22,212	New	+$783K	0.47%	36

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

Guidance Point Advisors's IWF Position: Q2 2026 in Review

Guidance Point Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.72% in Q2 2026, selling an estimated $33.2K and leaving 37,769 shares worth $4.69M. The position accounts for 0.99% of the portfolio, ranked #22.

Guidance Point Advisors first reported a position in IWF in Q4 2018 and has held it in 31 quarters since. 2,502 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Guidance Point Advisors held 37,769 shares of iShares Russell 1000 Growth ETF worth $4.69M as of Q2 2026.
Guidance Point Advisors sold 275 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $33.2K.
iShares Russell 1000 Growth ETF made up 0.99% of Guidance Point Advisors's portfolio in Q2 2026, its #22 holding.
Guidance Point Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 31 quarters since.
2,502 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Guidance Point Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.