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

Hollow Brook 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	$589K	Hold	4,740	–	–	0.12%	61
2026 Q1	$505K	Hold	4,740	–	–	0.13%	59
2025 Q4	$561K	Hold	4,740	–	–	0.15%	61
2025 Q3	$555K	Hold	4,740	–	–	0.13%	68
2025 Q2	$503K	Hold	4,740	–	–	0.15%	60
2025 Q1	$428K	Hold	4,740	–	–	0.13%	62
2024 Q4	$476K	Hold	4,740	–	–	0.15%	59
2024 Q3	$445K	Buy	+4,740	New	+$430K	0.13%	63
2024 Q1	–	Sell	-6,664	Closed	-$505K	–	85
2023 Q4	$505K	Hold	6,664	–	–	0.2%	58
2023 Q3	$444K	Sell	6,664 -720	-10%	-$49.7K	0.19%	61
2023 Q2	$508K	Hold	7,384	–	–	0.22%	57
2023 Q1	$451K	Hold	7,384	–	–	0.21%	59
2022 Q4	$395K	Buy	+7,384	New	+$406K	0.19%	62
2020 Q1	–	Sell	-4,648	Closed	-$204K	–	51
2019 Q4	$204K	Buy	+4,648	New	+$194K	0.11%	58

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

Hollow Brook Wealth Management's IWF Position: Q2 2026 in Review

Hollow Brook Wealth Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 4,740 shares worth $589K. The position accounts for 0.12% of the portfolio, ranked #61.

Hollow Brook Wealth Management first reported a position in IWF in Q4 2019 and has held it in 14 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Hollow Brook Wealth Management held 4,740 shares of iShares Russell 1000 Growth ETF worth $589K as of Q2 2026.
Hollow Brook Wealth Management left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.12% of Hollow Brook Wealth Management's portfolio in Q2 2026, its #61 holding.
Hollow Brook Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 14 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Hollow Brook Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.