HBW Advisory Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

HBW Advisory 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	$547K	Sell	4,403 -4,873	-53%	-$587K	0.05%	296
2026 Q1	$989K	Buy	9,276 +264	+3%	+$30K	0.1%	194
2025 Q4	$1.07M	Buy	9,012 +708	+9%	+$83.9K	0.12%	180
2025 Q3	$973K	Sell	8,304 -3,652	-31%	-$407K	0.11%	178
2025 Q2	$1.27M	Buy	11,956 +456	+4%	+$43.6K	0.16%	143
2025 Q1	$1.04M	Sell	11,500 -752	-6%	-$74.2K	0.15%	141
2024 Q4	$1.23M	Buy	12,252 +372	+3%	+$36.6K	0.13%	118
2024 Q3	$1.12M	Sell	11,880 -3,416	-22%	-$310K	0.16%	130
2024 Q2	$1.39M	Sell	15,296 -1,200	-7%	-$102K	0.23%	112
2024 Q1	$1.25M	Hold	16,496	–	–	0.23%	107
2023 Q4	$1.25M	Sell	16,496 -964	-6%	-$68.2K	0.23%	107
2023 Q3	$1.16M	Sell	17,460 -3,888	-18%	-$268K	0.24%	106
2023 Q2	$1.47M	Sell	21,348 -1,084	-5%	-$68.9K	0.32%	79
2023 Q1	$1.37M	Buy	22,432 +13,192	+143%	+$760K	0.34%	80
2022 Q4	$495K	Sell	9,240 -952	-9%	-$52.4K	0.13%	166
2022 Q3	$536K	Buy	10,192 +60	+0.6%	+$3.53K	0.15%	150
2022 Q2	$554K	Buy	10,132 +596	+6%	+$35.8K	0.14%	144
2022 Q1	$662K	Sell	9,536 -6,816	-42%	-$465K	0.23%	109
2021 Q4	$1.25M	Sell	16,352 -76	-0.5%	-$5.63K	0.29%	87
2021 Q3	$1.13M	Buy	16,428 +5,260	+47%	+$372K	0.29%	85
2021 Q2	$758K	Sell	11,168 -260	-2%	-$16.8K	0.2%	120
2021 Q1	$694K	Buy	11,428 +4,416	+63%	+$269K	0.18%	121
2020 Q4	$423K	Buy	7,012 +2,360	+51%	+$134K	0.13%	134
2020 Q3	$252K	Sell	4,652 -232	-5%	-$12.2K	0.1%	160
2020 Q2	$234K	Buy	+4,884	New	+$215K	0.11%	158
2020 Q1	–	Sell	-5,128	Closed	-$230K	–	126
2019 Q4	$230K	Buy	+5,128	New	+$214K	0.13%	118

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

HBW Advisory Services's IWF Position: Q2 2026 in Review

HBW Advisory Services reduced its iShares Russell 1000 Growth ETF (IWF) stake by 53% in Q2 2026, selling an estimated $587K and leaving 4,403 shares worth $547K. The position accounts for 0.05% of the portfolio, ranked #296.

HBW Advisory Services first reported a position in IWF in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.47M in Q2 2023. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

HBW Advisory Services held 4,403 shares of iShares Russell 1000 Growth ETF worth $547K as of Q2 2026.
HBW Advisory Services sold 4,873 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $587K.
iShares Russell 1000 Growth ETF made up 0.05% of HBW Advisory Services's portfolio in Q2 2026, its #296 holding.
HBW Advisory Services first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 26 quarters since.
HBW Advisory Services's iShares Russell 1000 Growth ETF position peaked at $1.47M in Q2 2023.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.