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

Heritage Wealth Architects’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	$1.55M	Sell	12,726 -40,582	-76%	-$4.89M	0.62%	23
2026 Q1	$1.6M	Buy	53,308 +40,716	+323%	+$4.62M	0.67%	23
2025 Q4	$1.47M	Sell	12,592 -196	-2%	-$23.2K	0.69%	23
2025 Q3	$1.5M	Sell	12,788 -2,620	-17%	-$292K	0.92%	20
2025 Q2	$1.64M	Buy	15,408 +1,028	+7%	+$98.3K	1.2%	17
2025 Q1	$1.3M	Buy	+14,380	New	+$1.42M	1.26%	16

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 Architects's IWF Position: Q2 2026 in Review

Heritage Wealth Architects reduced its iShares Russell 1000 Growth ETF (IWF) stake by 76% in Q2 2026, selling an estimated $4.89M and leaving 12,726 shares worth $1.55M. The position accounts for 0.62% of the portfolio, ranked #23.

Heritage Wealth Architects first reported a position in IWF in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.64M in Q2 2025. 2,503 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Heritage Wealth Architects held 12,726 shares of iShares Russell 1000 Growth ETF worth $1.55M as of Q2 2026.
Heritage Wealth Architects sold 40,582 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $4.89M.
iShares Russell 1000 Growth ETF made up 0.62% of Heritage Wealth Architects's portfolio in Q2 2026, its #23 holding.
Heritage Wealth Architects first reported a position in iShares Russell 1000 Growth ETF in Q1 2025 and has held it in 6 quarters since.
Heritage Wealth Architects's iShares Russell 1000 Growth ETF position peaked at $1.64M in Q2 2025.
2,503 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Heritage Wealth Architects's 13F filing for Q2 2026, filed 15 Jul 2026.