Hohimer Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Hohimer Wealth Management’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	$544K	Buy	4,384 +24	+0.6%	+$2.89K	0.05%	221
2026 Q1	$465K	Buy	4,360 +76	+2%	+$8.63K	0.05%	210
2025 Q4	$507K	Hold	4,284	–	–	0.07%	191
2025 Q3	$502K	Hold	4,284	–	–	0.07%	196
2025 Q2	$455K	Hold	4,284	–	–	0.08%	167
2025 Q1	$387K	Hold	4,284	–	–	0.08%	179
2024 Q4	$430K	Buy	+4,284	New	+$421K	0.08%	151

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

Hohimer Wealth Management's IWF Position: Q2 2026 in Review

Hohimer Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.55% in Q2 2026, buying an estimated $2.89K and bringing the position to 4,384 shares worth $544K. The position accounts for 0.05% of the portfolio, ranked #221.

Hohimer Wealth Management first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Hohimer Wealth Management held 4,384 shares of iShares Russell 1000 Growth ETF worth $544K as of Q2 2026.
Hohimer Wealth Management bought 24 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $2.89K.
iShares Russell 1000 Growth ETF made up 0.05% of Hohimer Wealth Management's portfolio in Q2 2026, its #221 holding.
Hohimer Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.