HCR Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

HCR Wealth 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	$476K	Buy	3,833 +157	+4%	+$18.9K	0.04%	162
2026 Q1	$392K	Hold	3,676	–	–	0.04%	173
2025 Q4	$435K	Buy	3,676 +4	+0.1%	+$474	0.04%	166
2025 Q3	$433K	Hold	3,672	–	–	0.04%	158
2025 Q2	$390K	Sell	3,672 -232	-6%	-$22.2K	0.05%	164
2025 Q1	$352K	Sell	3,904 -44	-1%	-$4.34K	0.05%	165
2024 Q4	$397K	Buy	3,948 +1,200	+44%	+$118K	0.05%	162
2024 Q3	$258K	Buy	2,748 +280	+11%	+$25.4K	0.03%	198
2024 Q2	$225K	Buy	+2,468	New	+$211K	0.03%	207
2023 Q3	–	Sell	-6,656	Closed	-$458K	–	180
2023 Q2	$458K	Buy	6,656 +4	+0.1%	+$254	0.08%	116
2023 Q1	$406K	Hold	6,652	–	–	0.08%	123
2022 Q4	$356K	Hold	6,652	–	–	0.07%	130
2022 Q3	$350K	Hold	6,652	–	–	0.07%	130
2022 Q2	$364K	Hold	6,652	–	–	0.07%	130
2022 Q1	$462K	Hold	6,652	–	–	0.08%	129
2021 Q4	$508K	Sell	6,652 -1,036	-13%	-$76.8K	0.08%	135
2021 Q3	$527K	Buy	7,688 +1,036	+16%	+$73.3K	0.09%	130
2021 Q2	$452K	Hold	6,652	–	–	0.08%	135
2021 Q1	$404K	Hold	6,652	–	–	0.08%	137
2020 Q4	$401K	Hold	6,652	–	–	0.08%	133
2020 Q3	$363K	Buy	6,652 +28	+0.4%	+$1.48K	0.08%	125
2020 Q2	$321K	Hold	6,624	–	–	0.08%	123
2020 Q1	$249K	Hold	6,624	–	–	0.07%	129
2019 Q4	$291K	Hold	6,624	–	–	0.07%	131
2019 Q3	$266K	Buy	+6,624	New	+$266K	0.09%	129
2019 Q1	–	Sell	-18,992	Closed	-$622K	–	185
2018 Q4	$622K	Buy	+18,992	New	+$670K	0.2%	88

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

HCR Wealth Advisors's IWF Position: Q2 2026 in Review

HCR Wealth Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 4.3% in Q2 2026, buying an estimated $18.9K and bringing the position to 3,833 shares worth $476K. The position accounts for 0.04% of the portfolio, ranked #162.

HCR Wealth Advisors first reported a position in IWF in Q4 2018 and has held it in 26 quarters since. The position peaked at $622K in Q4 2018. 2,502 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

HCR Wealth Advisors held 3,833 shares of iShares Russell 1000 Growth ETF worth $476K as of Q2 2026.
HCR Wealth Advisors bought 157 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $18.9K.
iShares Russell 1000 Growth ETF made up 0.04% of HCR Wealth Advisors's portfolio in Q2 2026, its #162 holding.
HCR Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 26 quarters since.
HCR Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $622K in Q4 2018.
2,502 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.