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

IBEX Wealth 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	$446K	Buy	3,593 +41	+1%	+$4.94K	0.04%	165
2026 Q1	$379K	Buy	+3,552	New	+$403K	0.04%	166
2025 Q4	–	Sell	-8,612	Closed	-$1.01M	–	160
2025 Q3	$1.01M	Buy	8,612 +72	+0.8%	+$8.02K	0.1%	113
2025 Q2	$907K	Buy	+8,540	New	+$817K	0.1%	112
2025 Q1	–	Sell	-17,540	Closed	-$1.76M	–	169
2024 Q4	$1.76M	Buy	+17,540	New	+$1.73M	0.21%	85

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

IBEX Wealth Advisors's IWF Position: Q2 2026 in Review

IBEX Wealth Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 1.2% in Q2 2026, buying an estimated $4.94K and bringing the position to 3,593 shares worth $446K. The position accounts for 0.04% of the portfolio, ranked #165.

IBEX Wealth Advisors first reported a position in IWF in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.76M in Q4 2024. 2,511 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

IBEX Wealth Advisors held 3,593 shares of iShares Russell 1000 Growth ETF worth $446K as of Q2 2026.
IBEX Wealth Advisors bought 41 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $4.94K.
iShares Russell 1000 Growth ETF made up 0.04% of IBEX Wealth Advisors's portfolio in Q2 2026, its #165 holding.
IBEX Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 5 quarters since.
IBEX Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $1.76M in Q4 2024.
2,511 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.