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

Hillcrest 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 		$4.45M Sell
35,800
-700
-2% -$84.4K 1.59% 17
2026
Q1 		$3.89M Buy
36,500
+900
+3% +$102K 1.58% 18
2025
Q4 		$4.21M Sell
35,600
-1,100
-3% -$130K 1.81% 17
2025
Q3 		$4.3M Sell
36,700
-720
-2% -$80.2K 1.93% 15
2025
Q2 		$3.97M Sell
37,420
-500
-1% -$47.8K 1.87% 17
2025
Q1 		$3.42M Sell
37,920
-80
-0.2% -$7.89K 1.69% 17
2024
Q4 		$3.82M Sell
38,000
-1,000
-3% -$98.4K 1.81% 17
2024
Q3 		$3.66M Hold
39,000
– – 1.83% 17
2024
Q2 		$3.55M Sell
39,000
-1,600
-4% -$137K 1.91% 16
2024
Q1 		$3.42M Sell
40,600
-1,400
-3% -$113K 1.85% 16
2023
Q4 		$3.18M Buy
42,000
+3,368
+9% +$238K 1.75% 16
2023
Q3 		$2.57M Buy
38,632
+2,132
+6% +$147K 1.46% 17
2023
Q2 		$2.51M Sell
36,500
-11,720
-24% -$745K 1.48% 18
2023
Q1 		$2.95M Sell
48,220
-3,600
-7% -$207K 1.75% 16
2022
Q4 		$2.78M Hold
51,820
– – 1.66% 16
2022
Q3 		$2.73M Hold
51,820
– – 1.73% 17
2022
Q2 		$2.83M Hold
51,820
– – 1.72% 17
2022
Q1 		$3.6M Sell
51,820
-13,240
-20% -$904K 1.99% 14
2021
Q4 		$4.97M Hold
65,060
– – 2.67% 8
2021
Q3 		$4.46M Sell
65,060
-2,400
-4% -$170K 2.64% 12
2021
Q2 		$4.58M Sell
67,460
-2,996
-4% -$193K 2.77% 11
2021
Q1 		$4.28M Sell
70,456
-628
-0.9% -$38.2K 2.61% 13
2020
Q4 		$4.29M Sell
71,084
-260
-0.4% -$14.8K 2.87% 12
2020
Q3 		$3.87M Buy
71,344
+4,804
+7% +$253K 2.75% 11
2020
Q2 		$3.19M Sell
66,540
-1,000
-1% -$44.1K 2.76% 15
2020
Q1 		$2.54M Sell
67,540
-8,400
-11% -$362K 2.54% 16
2019
Q4 		$3.34M Sell
75,940
-5,280
-7% -$220K 2.78% 15
2019
Q3 		$3.24M Hold
81,220
– – 2.79% 14
2019
Q2 		$3.19M Sell
81,220
-3,000
-4% -$116K 2.69% 14
2019
Q1 		$3.19M Buy
84,220
+4,220
+5% +$152K 2.8% 14
2018
Q4 		$2.62M Buy
+80,000
New +$2.82M 2.43% 14

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Hillcrest Wealth Advisors's IWF Position: Q2 2026 in Review

Hillcrest Wealth Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.9% in Q2 2026, selling an estimated $84.4K and leaving 35,800 shares worth $4.45M. The position accounts for 1.59% of the portfolio, ranked #17.

Hillcrest Wealth Advisors first reported a position in IWF in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.97M in Q4 2021. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Hillcrest Wealth Advisors held 35,800 shares of iShares Russell 1000 Growth ETF worth $4.45M as of Q2 2026.
  • Hillcrest Wealth Advisors sold 700 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $84.4K.
  • iShares Russell 1000 Growth ETF made up 1.59% of Hillcrest Wealth Advisors's portfolio in Q2 2026, its #17 holding.
  • Hillcrest Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • Hillcrest Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $4.97M in Q4 2021.
  • 2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.