Independence Wealth Advisors (Ohio)’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Independence Wealth Advisors (Ohio)’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	$313K	Hold	2,520	–	–	0.16%	62
2026 Q1	$269K	Hold	2,520	–	–	0.14%	68
2025 Q4	$298K	Buy	+2,520	New	+$298K	0.17%	60

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

Independence Wealth Advisors (Ohio)'s IWF Position: Q2 2026 in Review

Independence Wealth Advisors (Ohio) held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 2,520 shares worth $313K. The position accounts for 0.16% of the portfolio, ranked #62.

Independence Wealth Advisors (Ohio) first reported a position in IWF in Q4 2025 and has held it in 3 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Independence Wealth Advisors (Ohio) held 2,520 shares of iShares Russell 1000 Growth ETF worth $313K as of Q2 2026.
Independence Wealth Advisors (Ohio) left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.16% of Independence Wealth Advisors (Ohio)'s portfolio in Q2 2026, its #62 holding.
Independence Wealth Advisors (Ohio) first reported a position in iShares Russell 1000 Growth ETF in Q4 2025 and has held it in 3 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Independence Wealth Advisors (Ohio)'s 13F filing for Q2 2026, filed 14 Aug 2026.