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

Hamilton Point Investment 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	$1.26M	Hold	10,180	–	–	0.18%	72
2026 Q1	$1.09M	Buy	10,180 +120	+1%	+$13.6K	0.17%	74
2025 Q4	$1.19M	Buy	10,060 +924	+10%	+$109K	0.18%	72
2025 Q3	$1.07M	Hold	9,136	–	–	0.17%	70
2025 Q2	$970K	Buy	9,136 +24	+0.3%	+$2.29K	0.16%	72
2025 Q1	$823K	Hold	9,112	–	–	0.15%	76
2024 Q4	$915K	Hold	9,112	–	–	0.16%	75
2024 Q3	$855K	Sell	9,112 -400	-4%	-$36.3K	0.15%	73
2024 Q2	$867K	Hold	9,512	–	–	0.16%	72
2024 Q1	$802K	Hold	9,512	–	–	0.15%	76
2023 Q4	$721K	Sell	9,512 -392	-4%	-$27.7K	0.14%	78
2023 Q3	$660K	Hold	9,904	–	–	0.16%	75
2023 Q2	$681K	Sell	9,904 -40	-0.4%	-$2.54K	0.16%	74
2023 Q1	$607K	Buy	+9,944	New	+$573K	0.15%	76

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

Hamilton Point Investment Advisors's IWF Position: Q2 2026 in Review

Hamilton Point Investment Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 10,180 shares worth $1.26M. The position accounts for 0.18% of the portfolio, ranked #72.

Hamilton Point Investment Advisors first reported a position in IWF in Q1 2023 and has held it in 14 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Hamilton Point Investment Advisors held 10,180 shares of iShares Russell 1000 Growth ETF worth $1.26M as of Q2 2026.
Hamilton Point Investment Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.18% of Hamilton Point Investment Advisors's portfolio in Q2 2026, its #72 holding.
Hamilton Point Investment Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2023 and has held it in 14 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Hamilton Point Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.