High Net Worth Advisory Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

High Net Worth Advisory 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	$389K	Hold	3,136	–	–	0.08%	184
2026 Q1	$334K	Hold	3,136	–	–	0.08%	182
2025 Q4	$371K	Hold	3,136	–	–	0.09%	170
2025 Q3	$367K	Sell	3,136 -76	-2%	-$8.46K	0.09%	167
2025 Q2	$341K	Hold	3,212	–	–	0.09%	165
2025 Q1	$290K	Hold	3,212	–	–	0.08%	170
2024 Q4	$322K	Hold	3,212	–	–	0.09%	163
2024 Q3	$301K	Sell	3,212 -76	-2%	-$6.89K	0.08%	172
2024 Q2	$300K	Hold	3,288	–	–	0.09%	162
2024 Q1	$277K	Hold	3,288	–	–	0.09%	169
2023 Q4	$249K	Hold	3,288	–	–	0.09%	166
2023 Q3	$219K	Buy	3,288 +80	+2%	+$5.52K	0.09%	177
2023 Q2	$221K	Buy	+3,208	New	+$204K	0.09%	177
2023 Q1	–	Sell	-3,252	Closed	-$174K	–	385
2022 Q4	$174K	Sell	3,252 -4	-0.1%	-$220	0.07%	196
2022 Q3	$171K	Sell	3,256 -16	-0.5%	-$941	0.07%	196
2022 Q2	$179K	Sell	3,272 -152	-4%	-$9.13K	0.07%	198
2022 Q1	$238K	Sell	3,424 -5,780	-63%	-$395K	0.09%	165
2021 Q4	$703K	Buy	+9,204	New	+$682K	0.25%	84

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

High Net Worth Advisory Group's IWF Position: Q2 2026 in Review

High Net Worth Advisory Group held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 3,136 shares worth $389K. The position accounts for 0.08% of the portfolio, ranked #184.

High Net Worth Advisory Group first reported a position in IWF in Q4 2021 and has held it in 18 quarters since. The position peaked at $703K in Q4 2021. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

High Net Worth Advisory Group held 3,136 shares of iShares Russell 1000 Growth ETF worth $389K as of Q2 2026.
High Net Worth Advisory Group left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.08% of High Net Worth Advisory Group's portfolio in Q2 2026, its #184 holding.
High Net Worth Advisory Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 18 quarters since.
High Net Worth Advisory Group's iShares Russell 1000 Growth ETF position peaked at $703K in Q4 2021.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.