Highland Financial Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Highland Financial 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	$13M	Sell	104,434 -82	-0.1%	-$9.88K	2.85%	10
2026 Q1	$11.1M	Sell	104,516 -768	-0.7%	-$87.2K	2.94%	12
2025 Q4	$12.5M	Buy	105,284 +40	+0%	+$4.74K	3.45%	10
2025 Q3	$12.3M	Sell	105,244 -212	-0.2%	-$23.6K	3.53%	10
2025 Q2	$11.2M	Sell	105,456 -504	-0.5%	-$48.2K	3.59%	10
2025 Q1	$9.57M	Sell	105,960 -4,372	-4%	-$431K	3.42%	11
2024 Q4	$11.1M	Sell	110,332 -1,932	-2%	-$190K	3.84%	10
2024 Q3	$10.5M	Sell	112,264 -1,268	-1%	-$115K	3.74%	10
2024 Q2	$10.3M	Sell	113,532 -1,540	-1%	-$131K	3.85%	11
2024 Q1	$9.7M	Hold	115,072	–	–	3.88%	10
2023 Q4	$8.72M	Buy	115,072 +1,764	+2%	+$125K	3.79%	10
2023 Q3	$7.54M	Sell	113,308 -352	-0.3%	-$24.3K	3.9%	10
2023 Q2	$7.82M	Sell	113,660 -2,732	-2%	-$174K	4.03%	9
2023 Q1	$7.11M	Sell	116,392 -13,048	-10%	-$752K	3.86%	11
2022 Q4	$6.93M	Sell	129,440 -21,360	-14%	-$1.17M	4.08%	11
2022 Q3	$7.93M	Sell	150,800 -21,776	-13%	-$1.28M	5.5%	6
2022 Q2	$9.44M	Buy	+172,576	New	+$10.4M	6.47%	6

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

Highland Financial Advisors's IWF Position: Q2 2026 in Review

Highland Financial Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.08% in Q2 2026, selling an estimated $9.88K and leaving 104,434 shares worth $13M. The position accounts for 2.85% of the portfolio, ranked #10.

Highland Financial Advisors first reported a position in IWF in Q2 2022 and has held it in 17 quarters since. 2,510 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Highland Financial Advisors held 104,434 shares of iShares Russell 1000 Growth ETF worth $13M as of Q2 2026.
Highland Financial Advisors sold 82 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $9.88K.
iShares Russell 1000 Growth ETF made up 2.85% of Highland Financial Advisors's portfolio in Q2 2026, its #10 holding.
Highland Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q2 2022 and has held it in 17 quarters since.
2,510 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Highland Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.