Holos Integrated Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Holos Integrated Wealth’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	$182K	Sell	1,501 -251	-14%	-$30.3K	0.09%	89
2026 Q1	$189K	Buy	1,752 +1,456	+492%	+$165K	0.1%	90
2025 Q4	$34.9K	Hold	296	–	–	0.02%	133
2025 Q3	$34K	Hold	296	–	–	0.02%	134
2025 Q2	$33K	Hold	296	–	–	0.02%	131
2025 Q1	$26.7K	Hold	296	–	–	0.02%	142
2024 Q4	$29.7K	Buy	+296	New	+$29.1K	0.02%	128

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

Holos Integrated Wealth's IWF Position: Q2 2026 in Review

Holos Integrated Wealth reduced its iShares Russell 1000 Growth ETF (IWF) stake by 14% in Q2 2026, selling an estimated $30.3K and leaving 1,501 shares worth $182K. The position accounts for 0.09% of the portfolio, ranked #89.

Holos Integrated Wealth first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. The position peaked at $189K in Q1 2026. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Holos Integrated Wealth held 1,501 shares of iShares Russell 1000 Growth ETF worth $182K as of Q2 2026.
Holos Integrated Wealth sold 251 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $30.3K.
iShares Russell 1000 Growth ETF made up 0.09% of Holos Integrated Wealth's portfolio in Q2 2026, its #89 holding.
Holos Integrated Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
Holos Integrated Wealth's iShares Russell 1000 Growth ETF position peaked at $189K in Q1 2026.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.