HTG Investment Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

HTG Investment 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	$1.86M	Hold	14,984	–	–	0.48%	32
2026 Q1	$1.6M	Hold	14,984	–	–	0.45%	32
2025 Q4	$1.77M	Sell	14,984 -1,456	-9%	-$172K	0.54%	30
2025 Q3	$1.93M	Buy	16,440 +96	+0.6%	+$10.7K	0.65%	29
2025 Q2	$1.73M	Sell	16,344 -1,028	-6%	-$98.3K	0.65%	27
2025 Q1	$1.57M	Sell	17,372 -336	-2%	-$33.1K	0.65%	27
2024 Q4	$1.78M	Sell	17,708 -836	-5%	-$82.2K	0.81%	25
2024 Q3	$1.74M	Sell	18,544 -2,780	-13%	-$252K	0.82%	26
2024 Q2	$1.94M	Hold	21,324	–	–	1.05%	23
2024 Q1	$1.8M	Sell	21,324 -364	-2%	-$29.3K	1.04%	21
2023 Q4	$1.64M	Buy	21,688 +24	+0.1%	+$1.7K	1.07%	21
2023 Q3	$1.44M	Sell	21,664 -528	-2%	-$36.5K	1.15%	20
2023 Q2	$1.53M	Buy	22,192 +2,216	+11%	+$141K	1.26%	19
2023 Q1	$1.22M	Sell	19,976 -1,164	-6%	-$67.1K	1.11%	19
2022 Q4	$1.13M	Buy	+21,140	New	+$1.16M	1.15%	20

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

HTG Investment Advisors's IWF Position: Q2 2026 in Review

HTG Investment Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 14,984 shares worth $1.86M. The position accounts for 0.48% of the portfolio, ranked #32.

HTG Investment Advisors first reported a position in IWF in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.94M in Q2 2024. 2,514 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

HTG Investment Advisors held 14,984 shares of iShares Russell 1000 Growth ETF worth $1.86M as of Q2 2026.
HTG Investment Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.48% of HTG Investment Advisors's portfolio in Q2 2026, its #32 holding.
HTG Investment Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 15 quarters since.
HTG Investment Advisors's iShares Russell 1000 Growth ETF position peaked at $1.94M in Q2 2024.
2,514 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on HTG Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.