Heritage Family Offices’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Heritage Family Offices’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	$202K	Buy	+1,625	New	+$196K	0.08%	223
2026 Q1	–	Sell	-1,764	Closed	-$209K	–	221
2025 Q4	$209K	Sell	1,764 -132	-7%	-$15.6K	0.09%	191
2025 Q3	$222K	Sell	1,896 -904	-32%	-$101K	0.1%	175
2025 Q2	$252K	Hold	2,800	–	–	0.13%	146
2025 Q1	$253K	Sell	2,800 -104	-4%	-$10.3K	0.13%	145
2024 Q4	$292K	Sell	2,904 -536	-16%	-$52.7K	0.15%	127
2024 Q3	$323K	Sell	3,440 -648	-16%	-$58.8K	0.17%	122
2024 Q2	$373K	Buy	+4,088	New	+$349K	0.21%	98

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 22.9% 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

Heritage Family Offices's IWF Position: Q2 2026 in Review

Heritage Family Offices opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q2 2026: 1,625 shares worth $202K. The stake represents 0.08% of the portfolio and ranks #223 among its holdings. This is a return to the name: Heritage Family Offices previously reported a position in IWF as recently as Q4 2025.

Heritage Family Offices first reported a position in IWF in Q2 2024 and has held it in 8 quarters since. The position peaked at $373K in Q2 2024. 2,517 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Heritage Family Offices held 1,625 shares of iShares Russell 1000 Growth ETF worth $202K as of Q2 2026.
iShares Russell 1000 Growth ETF was a new Heritage Family Offices position in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.08% of Heritage Family Offices's portfolio in Q2 2026, its #223 holding.
Heritage Family Offices first reported a position in iShares Russell 1000 Growth ETF in Q2 2024 and has held it in 8 quarters since.
Heritage Family Offices's iShares Russell 1000 Growth ETF position peaked at $373K in Q2 2024.
2,517 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.