Heritage Investment Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Heritage Investment Group’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	$1.39M	Sell	11,232 -8,112	-42%	-$978K	0.19%	42
2026 Q1	$2.06M	Buy	19,344 +13,760	+246%	+$1.56M	0.31%	28
2025 Q4	$661K	Sell	5,584 -40	-0.7%	-$4.74K	0.1%	67
2025 Q3	$659K	Buy	5,624 +68	+1%	+$7.57K	0.11%	61
2025 Q2	$590K	Hold	5,556	–	–	0.1%	60
2025 Q1	$502K	Hold	5,556	–	–	0.09%	62
2024 Q4	$558K	Hold	5,556	–	–	0.1%	55
2024 Q3	$521K	Hold	5,556	–	–	0.1%	55
2024 Q2	$506K	Buy	5,556 +520	+10%	+$44.4K	0.1%	51
2024 Q1	$424K	Buy	+5,036	New	+$406K	0.09%	58

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

Heritage Investment Group's IWF Position: Q2 2026 in Review

Heritage Investment Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 42% in Q2 2026, selling an estimated $978K and leaving 11,232 shares worth $1.39M. The position accounts for 0.19% of the portfolio, ranked #42.

Heritage Investment Group first reported a position in IWF in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.06M in Q1 2026. 2,504 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Heritage Investment Group held 11,232 shares of iShares Russell 1000 Growth ETF worth $1.39M as of Q2 2026.
Heritage Investment Group sold 8,112 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $978K.
iShares Russell 1000 Growth ETF made up 0.19% of Heritage Investment Group's portfolio in Q2 2026, its #42 holding.
Heritage Investment Group first reported a position in iShares Russell 1000 Growth ETF in Q1 2024 and has held it in 10 quarters since.
Heritage Investment Group's iShares Russell 1000 Growth ETF position peaked at $2.06M in Q1 2026.
2,504 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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