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Independent Advisor Alliance’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Independent Advisor Alliance’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 		$2.94M Sell
23,662
-167,570
-88% -$20.2M 0.07% 207
2026
Q1 		$20.4M Buy
191,232
+167,596
+709% +$19M 0.22% 90
2025
Q4 		$2.8M Hold
23,636
– – 0.07% 233
2025
Q3 		$2.77M Buy
23,636
+332
+1% +$37K 0.07% 231
2025
Q2 		$2.47M Buy
23,304
+944
+4% +$90.3K 0.07% 232
2025
Q1 		$2.02M Sell
22,360
-132,648
-86% -$13.1M 0.07% 251
2024
Q4 		$15.6M Buy
155,008
+150,508
+3,345% +$14.8M 0.21% 102
2024
Q3 		$422K Buy
4,500
+348
+8% +$31.6K 0.02% 490
2024
Q2 		$378K Buy
4,152
+564
+16% +$48.2K 0.01% 516
2024
Q1 		$302K Hold
3,588
– – 0.01% 568
2023
Q4 		$272K Sell
3,588
-48
-1% -$3.39K 0.01% 570
2023
Q3 		$242K Buy
+3,636
New +$251K 0.01% 568
2022
Q1 		– Sell
-5,056
Closed -$386K – 703
2021
Q4 		$386K Buy
5,056
+4
+0.1% +$297 0.02% 455
2021
Q3 		$346K Buy
5,052
+344
+7% +$24.3K 0.02% 455
2021
Q2 		$319K Buy
+4,708
New +$304K 0.02% 495
2020
Q1 		– Sell
-416,052
Closed -$18.3M – 638
2019
Q4 		$18.3M Buy
+416,052
New +$17.4M 0.8% 20
2019
Q2 		– Sell
-21,868
Closed -$828K – 450
2019
Q1 		$828K Buy
21,868
+15,096
+223% +$542K 0.12% 168
2018
Q4 		$242K Buy
+6,772
New +$239K 0.04% 331
2017
Q2 		– Sell
-31,720
Closed -$898K – 322
2017
Q1 		$898K Buy
+31,720
New +$880K 0.14% 172

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Independent Advisor Alliance's IWF Position: Q2 2026 in Review

Independent Advisor Alliance reduced its iShares Russell 1000 Growth ETF (IWF) stake by 88% in Q2 2026, selling an estimated $20.2M and leaving 23,662 shares worth $2.94M. The position accounts for 0.07% of the portfolio, ranked #207.

Independent Advisor Alliance first reported a position in IWF in Q1 2017 and has held it in 19 quarters since. The position peaked at $20.4M in Q1 2026. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Independent Advisor Alliance held 23,662 shares of iShares Russell 1000 Growth ETF worth $2.94M as of Q2 2026.
  • Independent Advisor Alliance sold 167,570 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $20.2M.
  • iShares Russell 1000 Growth ETF made up 0.07% of Independent Advisor Alliance's portfolio in Q2 2026, its #207 holding.
  • Independent Advisor Alliance first reported a position in iShares Russell 1000 Growth ETF in Q1 2017 and has held it in 19 quarters since.
  • Independent Advisor Alliance's iShares Russell 1000 Growth ETF position peaked at $20.4M in Q1 2026.
  • 2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.