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 Q2	$666K	Sell	5,364 -6,744	-56%	-$813K	0.02%	117
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 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 Wealth Advisors's IWF Position: Q2 2026 in Review

Heritage Wealth Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 56% in Q2 2026, selling an estimated $813K and leaving 5,364 shares worth $666K. The position accounts for 0.02% of the portfolio, ranked #117.

Heritage Wealth Advisors first reported a position in IWF in Q4 2014 and has held it in 5 quarters since. The position peaked at $1.43M in Q4 2025. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Heritage Wealth Advisors held 5,364 shares of iShares Russell 1000 Growth ETF worth $666K as of Q2 2026.
Heritage Wealth Advisors sold 6,744 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $813K.
iShares Russell 1000 Growth ETF made up 0.02% of Heritage Wealth Advisors's portfolio in Q2 2026, its #117 holding.
Heritage Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2014 and has held it in 5 quarters since.
Heritage Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $1.43M in Q4 2025.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.