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

Heartwood 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	$1.43M	Sell	11,485 -283	-2%	-$34.1K	0.11%	86
2026 Q1	$1.25M	Buy	11,768 +104	+0.9%	+$11.8K	0.11%	86
2025 Q4	$1.38M	Hold	11,664	–	–	0.13%	68
2025 Q3	$1.37M	Hold	11,664	–	–	0.13%	70
2025 Q2	$1.24M	Sell	11,664 -108	-0.9%	-$10.3K	0.13%	67
2025 Q1	$1.06M	Sell	11,772 -428	-4%	-$42.2K	0.12%	70
2024 Q4	$1.22M	Hold	12,200	–	–	0.14%	55
2024 Q3	$1.14M	Sell	12,200 -76	-0.6%	-$6.89K	0.13%	60
2024 Q2	$1.12M	Hold	12,276	–	–	0.13%	56
2024 Q1	$1.03M	Buy	12,276 +6,988	+132%	+$563K	0.13%	53
2023 Q4	$401K	Buy	5,288 +576	+12%	+$40.7K	0.05%	94
2023 Q3	$313K	Hold	4,712	–	–	0.05%	101
2023 Q2	$324K	Hold	4,712	–	–	0.05%	106
2023 Q1	$288K	Buy	+4,712	New	+$271K	0.04%	104
2022 Q3	–	Sell	-3,680	Closed	-$201K	–	116
2022 Q2	$201K	Hold	3,680	–	–	0.03%	115
2022 Q1	$255K	Hold	3,680	–	–	0.04%	102
2021 Q4	$281K	Hold	3,680	–	–	0.04%	90
2021 Q3	$252K	Hold	3,680	–	–	0.04%	86
2021 Q2	$250K	Hold	3,680	–	–	0.04%	88
2021 Q1	$224K	Hold	3,680	–	–	0.04%	80
2020 Q4	$222K	Buy	+3,680	New	+$209K	0.04%	78

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

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

Heartwood Wealth Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.4% in Q2 2026, selling an estimated $34.1K and leaving 11,485 shares worth $1.43M. The position accounts for 0.11% of the portfolio, ranked #86.

Heartwood Wealth Advisors first reported a position in IWF in Q4 2020 and has held it in 21 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Heartwood Wealth Advisors held 11,485 shares of iShares Russell 1000 Growth ETF worth $1.43M as of Q2 2026.
Heartwood Wealth Advisors sold 283 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $34.1K.
iShares Russell 1000 Growth ETF made up 0.11% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #86 holding.
Heartwood Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 21 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.