HL
IWF icon

HeadInvest LLC’s iShares Russell 1000 Growth ETF IWF Stock Holding History

HeadInvest LLC’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 		$355K Sell
2,860
-4
-0.1% -$482 0.07% 172
2026
Q1 		$305K Sell
2,864
-572
-17% -$64.9K 0.06% 181
2025
Q4 		$407K Sell
3,436
-452
-12% -$53.5K 0.08% 160
2025
Q3 		$455K Hold
3,888
– – 0.09% 150
2025
Q2 		$413K Sell
3,888
-84
-2% -$8.03K 0.09% 157
2025
Q1 		$359K Hold
3,972
– – 0.07% 179
2024
Q4 		$399K Sell
3,972
-300
-7% -$29.5K 0.08% 169
2024
Q3 		$401K Buy
4,272
+256
+6% +$23.2K 0.07% 166
2024
Q2 		$366K Hold
4,016
– – 0.07% 167
2024
Q1 		$338K Sell
4,016
-256
-6% -$20.6K 0.07% 175
2023
Q4 		$324K Sell
4,272
-756
-15% -$53.5K 0.07% 178
2023
Q3 		$337K Sell
5,028
-100
-2% -$6.91K 0.07% 167
2023
Q2 		$350K Sell
5,128
-40
-0.8% -$2.54K 0.08% 171
2023
Q1 		$316K Sell
5,168
-40
-0.8% -$2.3K 0.07% 178
2022
Q4 		$279K Buy
5,208
+848
+19% +$46.6K 0.06% 182
2022
Q3 		$229K Hold
4,360
– – 0.05% 197
2022
Q2 		$238K Hold
4,360
– – 0.05% 200
2022
Q1 		$303K Sell
4,360
-400
-8% -$27.3K 0.06% 188
2021
Q4 		$364K Sell
4,760
-328
-6% -$24.3K 0.06% 173
2021
Q3 		$349K Buy
5,088
+548
+12% +$38.8K 0.07% 172
2021
Q2 		$308K Sell
4,540
-280
-6% -$18.1K 0.06% 188
2021
Q1 		$292K Sell
4,820
-80
-2% -$4.87K 0.06% 186
2020
Q4 		$295K Sell
4,900
-80
-2% -$4.55K 0.06% 172
2020
Q3 		$270K Sell
4,980
-96
-2% -$5.06K 0.08% 153
2020
Q2 		$244K Sell
5,076
-404
-7% -$17.8K 0.08% 157
2020
Q1 		$206K Sell
5,480
-64
-1% -$2.76K 0.08% 154
2019
Q4 		$244K Buy
5,544
+352
+7% +$14.7K 0.07% 174
2019
Q3 		$207K Buy
+5,192
New +$208K 0.06% 179

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 22.96% 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

HeadInvest LLC's IWF Position: Q2 2026 in Review

HeadInvest LLC reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.14% in Q2 2026, selling an estimated $482 and leaving 2,860 shares worth $355K. The position accounts for 0.07% of the portfolio, ranked #172.

HeadInvest LLC first reported a position in IWF in Q3 2019 and has held it in 28 quarters since. The position peaked at $455K in Q3 2025. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • HeadInvest LLC held 2,860 shares of iShares Russell 1000 Growth ETF worth $355K as of Q2 2026.
  • HeadInvest LLC sold 4 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $482.
  • iShares Russell 1000 Growth ETF made up 0.07% of HeadInvest LLC's portfolio in Q2 2026, its #172 holding.
  • HeadInvest LLC first reported a position in iShares Russell 1000 Growth ETF in Q3 2019 and has held it in 28 quarters since.
  • HeadInvest LLC's iShares Russell 1000 Growth ETF position peaked at $455K in Q3 2025.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on HeadInvest LLC's 13F filing for Q2 2026, filed 14 Aug 2026.