IFG
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Independent Financial Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Independent Financial Group’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 		$4.53M Sell
36,470
-514
-1% -$62K 0.08% 230
2026
Q1 		$3.94M Sell
36,984
-2,484
-6% -$282K 0.09% 221
2025
Q4 		$4.67M Buy
39,468
+2,884
+8% +$342K 0.1% 183
2025
Q3 		$4.28M Buy
36,584
+1,072
+3% +$119K 0.1% 185
2025
Q2 		$3.77M Buy
35,512
+4,224
+14% +$404K 0.1% 193
2025
Q1 		$2.82M Sell
31,288
-3,816
-11% -$376K 0.1% 211
2024
Q4 		$3.52M Sell
35,104
-296
-0.8% -$29.1K 0.12% 169
2024
Q3 		$3.32M Sell
35,400
-2,520
-7% -$228K 0.12% 163
2024
Q2 		$3.46M Sell
37,920
-292
-0.8% -$24.9K 0.14% 139
2024
Q1 		$3.22M Buy
38,212
+3,748
+11% +$302K 0.15% 136
2023
Q4 		$2.61M Sell
34,464
-2,172
-6% -$154K 0.14% 163
2023
Q3 		$2.44M Buy
36,636
+13,568
+59% +$937K 0.16% 140
2023
Q2 		$1.59M Buy
23,068
+4,080
+21% +$259K 0.11% 205
2023
Q1 		$1.16M Buy
18,988
+5,800
+44% +$334K 0.09% 249
2022
Q4 		$706K Sell
13,188
-6,476
-33% -$356K 0.06% 336
2022
Q3 		$1.03M Buy
19,664
+9,548
+94% +$561K 0.09% 218
2022
Q2 		$553K Buy
10,116
+3,332
+49% +$200K 0.06% 358
2022
Q1 		$471K Hold
6,784
– – 0.04% 446
2021
Q4 		$518K Buy
6,784
+1,704
+34% +$126K 0.04% 415
2021
Q3 		$348K Sell
5,080
-96
-2% -$6.79K 0.04% 480
2021
Q2 		$351K Hold
5,176
– – 0.04% 478
2021
Q1 		$315K Buy
5,176
+1,784
+53% +$109K 0.04% 452
2020
Q4 		$204K Buy
+3,392
New +$193K 0.03% 519
2020
Q3 		– Sell
-4,224
Closed -$203K – 521
2020
Q2 		$203K Buy
+4,224
New +$186K 0.04% 416

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 Financial Group's IWF Position: Q2 2026 in Review

Independent Financial Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.4% in Q2 2026, selling an estimated $62K and leaving 36,470 shares worth $4.53M. The position accounts for 0.08% of the portfolio, ranked #230.

Independent Financial Group first reported a position in IWF in Q2 2020 and has held it in 24 quarters since. The position peaked at $4.67M in Q4 2025. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Independent Financial Group held 36,470 shares of iShares Russell 1000 Growth ETF worth $4.53M as of Q2 2026.
  • Independent Financial Group sold 514 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $62K.
  • iShares Russell 1000 Growth ETF made up 0.08% of Independent Financial Group's portfolio in Q2 2026, its #230 holding.
  • Independent Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q2 2020 and has held it in 24 quarters since.
  • Independent Financial Group's iShares Russell 1000 Growth ETF position peaked at $4.67M in Q4 2025.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.