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Harvest Investment Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Harvest Investment Services’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 		$1.47M Sell
11,835
-2,005
-14% -$242K 0.23% 117
2026
Q1 		$1.48M Sell
13,840
-712
-5% -$80.8K 0.27% 95
2025
Q4 		$1.72M Buy
14,552
+472
+3% +$55.9K 0.32% 80
2025
Q3 		$1.65M Buy
14,080
+484
+4% +$53.9K 0.33% 89
2025
Q2 		$1.44M Sell
13,596
-576
-4% -$55.1K 0.32% 88
2025
Q1 		$1.28M Sell
14,172
-960
-6% -$94.7K 0.36% 65
2024
Q4 		$1.52M Sell
15,132
-560
-4% -$55.1K 0.37% 80
2024
Q3 		$1.47M Buy
15,692
+348
+2% +$31.6K 0.47% 60
2024
Q2 		$1.4M Buy
15,344
+12,124
+377% +$1.04M 0.55% 48
2024
Q1 		$271K Hold
3,220
– – 0.11% 144
2023
Q4 		$244K Hold
3,220
– – 0.11% 160
2023
Q3 		$214K Hold
3,220
– – 0.14% 130
2023
Q2 		$222K Buy
+3,220
New +$205K 0.13% 151
2022
Q2 		– Sell
-3,220
Closed -$223K – 169
2022
Q1 		$223K Hold
3,220
– – 0.13% 164
2021
Q4 		$246K Hold
3,220
– – 0.1% 219
2021
Q3 		$220K Hold
3,220
– – 0.09% 256
2021
Q2 		$218K Buy
+3,220
New +$208K 0.09% 258

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 22.9% 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

Harvest Investment Services's IWF Position: Q2 2026 in Review

Harvest Investment Services reduced its iShares Russell 1000 Growth ETF (IWF) stake by 14% in Q2 2026, selling an estimated $242K and leaving 11,835 shares worth $1.47M. The position accounts for 0.23% of the portfolio, ranked #117.

Harvest Investment Services first reported a position in IWF in Q2 2021 and has held it in 17 quarters since. The position peaked at $1.72M in Q4 2025. 2,517 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Harvest Investment Services held 11,835 shares of iShares Russell 1000 Growth ETF worth $1.47M as of Q2 2026.
  • Harvest Investment Services sold 2,005 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $242K.
  • iShares Russell 1000 Growth ETF made up 0.23% of Harvest Investment Services's portfolio in Q2 2026, its #117 holding.
  • Harvest Investment Services first reported a position in iShares Russell 1000 Growth ETF in Q2 2021 and has held it in 17 quarters since.
  • Harvest Investment Services's iShares Russell 1000 Growth ETF position peaked at $1.72M in Q4 2025.
  • 2,517 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Harvest Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.