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

Heritage 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
Q1 		$1.29M Hold
12,108
– – 0.05% 69
2025
Q4 		$1.43M Buy
+12,108
New +$1.43M 0.05% 83
2015
Q2 		– Sell
-8,660
Closed -$214K – 88
2015
Q1 		$214K Hold
8,660
– – 0.18% 86
2014
Q4 		$207K Buy
+8,660
New +$203K 0.18% 90

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Heritage Wealth Advisors's IWF Position: Q1 2026 in Review

Heritage Wealth Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 12,108 shares worth $1.29M. The position accounts for 0.05% of the portfolio, ranked #69.

Heritage Wealth Advisors first reported a position in IWF in Q4 2014 and has held it in 4 quarters since. The position peaked at $1.43M in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Heritage Wealth Advisors held 12,108 shares of iShares Russell 1000 Growth ETF worth $1.29M as of Q1 2026.
  • Heritage Wealth Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
  • iShares Russell 1000 Growth ETF made up 0.05% of Heritage Wealth Advisors's portfolio in Q1 2026, its #69 holding.
  • Heritage Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2014 and has held it in 4 quarters since.
  • Heritage Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $1.43M in Q4 2025.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.