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

IFS 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	$368K	Sell	2,965 -103	-3%	-$12.4K	0.18%	21
2026 Q1	$327K	Buy	3,068 +100	+3%	+$11.3K	0.17%	21
2025 Q4	$351K	Buy	2,968 +192	+7%	+$22.7K	0.18%	20
2025 Q3	$325K	Sell	2,776 -172	-6%	-$19.2K	0.19%	20
2025 Q2	$313K	Buy	2,948 +540	+22%	+$51.6K	0.24%	13
2025 Q1	$217K	Sell	2,408 -116	-5%	-$11.4K	0.18%	15
2024 Q4	$253K	Sell	2,524 -124	-5%	-$12.2K	0.2%	15
2024 Q3	$249K	Sell	2,648 -208	-7%	-$18.9K	0.2%	13
2024 Q2	$260K	Sell	2,856 -2,564	-47%	-$219K	0.22%	12
2024 Q1	$457K	Sell	5,420 -452	-8%	-$36.4K	0.4%	10
2023 Q4	$445K	Buy	5,872 +5,528	+1,607%	+$391K	0.53%	9
2023 Q3	$22.9K	Sell	344 -136	-28%	-$9.39K	0.04%	35
2023 Q2	$33K	Buy	+480	New	+$30.5K	0.08%	25
2022 Q3	–	Sell	-112	Closed	-$6K	–	115
2022 Q2	$6K	Sell	112 -216	-66%	-$13K	0.02%	59
2022 Q1	$22K	Sell	328 -8,056	-96%	-$550K	0.02%	36
2021 Q4	$640K	Sell	8,384 -3,140	-27%	-$233K	0.45%	19
2021 Q3	$789K	Sell	11,524 -580	-5%	-$41K	0.51%	17
2021 Q2	$821K	Buy	12,104 +2,996	+33%	+$193K	0.55%	19
2021 Q1	$553K	Buy	+9,108	New	+$554K	0.43%	19

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

IFS Advisors's IWF Position: Q2 2026 in Review

IFS Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3.4% in Q2 2026, selling an estimated $12.4K and leaving 2,965 shares worth $368K. The position accounts for 0.18% of the portfolio, ranked #21.

IFS Advisors first reported a position in IWF in Q1 2021 and has held it in 19 quarters since. The position peaked at $821K in Q2 2021. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

IFS Advisors held 2,965 shares of iShares Russell 1000 Growth ETF worth $368K as of Q2 2026.
IFS Advisors sold 103 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $12.4K.
iShares Russell 1000 Growth ETF made up 0.18% of IFS Advisors's portfolio in Q2 2026, its #21 holding.
IFS Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2021 and has held it in 19 quarters since.
IFS Advisors's iShares Russell 1000 Growth ETF position peaked at $821K in Q2 2021.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on IFS Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.