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

HORAN 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	$4.12M	Sell	33,160 -32,704	-50%	-$3.94M	0.51%	40
2026 Q1	$7.77M	Buy	65,864 +32,932	+100%	+$3.74M	0.74%	28
2025 Q4	$3.9M	Sell	32,932 -64	-0.2%	-$7.58K	0.6%	40
2025 Q3	$3.86M	Buy	+32,996	New	+$3.67M	0.61%	37

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

HORAN Wealth's IWF Position: Q2 2026 in Review

HORAN Wealth reduced its iShares Russell 1000 Growth ETF (IWF) stake by 50% in Q2 2026, selling an estimated $3.94M and leaving 33,160 shares worth $4.12M. The position accounts for 0.51% of the portfolio, ranked #40.

HORAN Wealth first reported a position in IWF in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.77M in Q1 2026. 2,514 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

HORAN Wealth held 33,160 shares of iShares Russell 1000 Growth ETF worth $4.12M as of Q2 2026.
HORAN Wealth sold 32,704 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $3.94M.
iShares Russell 1000 Growth ETF made up 0.51% of HORAN Wealth's portfolio in Q2 2026, its #40 holding.
HORAN Wealth first reported a position in iShares Russell 1000 Growth ETF in Q3 2025 and has held it in 4 quarters since.
HORAN Wealth's iShares Russell 1000 Growth ETF position peaked at $7.77M in Q1 2026.
2,514 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on HORAN Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.