Independent Solutions Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Independent Solutions Wealth Management’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	$2.97M	Buy	23,939 +7,139	+42%	+$861K	0.39%	77
2026 Q1	$1.79M	Sell	16,800 -148	-0.9%	-$16.8K	0.26%	97
2025 Q4	$2.01M	Buy	16,948 +56	+0.3%	+$6.63K	0.37%	84
2025 Q3	$1.98M	Buy	16,892 +896	+6%	+$99.8K	0.35%	86
2025 Q2	$1.69M	Buy	15,996 +252	+2%	+$24.1K	0.33%	89
2025 Q1	$1.41M	Sell	15,744 -1,016	-6%	-$100K	0.32%	92
2024 Q4	$1.68M	Buy	16,760 +1,844	+12%	+$181K	0.37%	86
2024 Q3	$1.4M	Buy	14,916 +220	+1%	+$19.9K	0.32%	88
2024 Q2	$1.34M	Buy	14,696 +2,944	+25%	+$251K	0.31%	91
2024 Q1	$990K	Buy	11,752 +776	+7%	+$62.5K	0.24%	96
2023 Q4	$832K	Buy	10,976 +5,956	+119%	+$421K	0.21%	106
2023 Q3	$334K	Sell	5,020 -2,020	-29%	-$139K	0.09%	153
2023 Q2	$484K	Buy	7,040 +1,364	+24%	+$86.7K	0.12%	130
2023 Q1	$347K	Buy	5,676 +1,000	+21%	+$57.6K	0.1%	145
2022 Q4	$250K	Hold	4,676	–	–	0.08%	185
2022 Q3	$246K	Hold	4,676	–	–	0.08%	185
2022 Q2	$256K	Sell	4,676 -572	-11%	-$34.3K	0.08%	176
2022 Q1	$364K	Sell	5,248 -2,324	-31%	-$159K	0.09%	157
2021 Q4	$578K	Buy	7,572 +2,212	+41%	+$164K	0.14%	128
2021 Q3	$367K	Buy	5,360 +584	+12%	+$41.3K	0.09%	161
2021 Q2	$324K	Buy	4,776 +516	+12%	+$33.3K	0.08%	169
2021 Q1	$259K	Sell	4,260 -1,884	-31%	-$115K	0.07%	166
2020 Q4	$370K	Hold	6,144	–	–	0.12%	128
2020 Q3	$333K	Buy	6,144 +52	+0.9%	+$2.74K	0.13%	123
2020 Q2	$292K	Hold	6,092	–	–	0.13%	123
2020 Q1	$229K	Hold	6,092	–	–	0.13%	118
2019 Q4	$268K	Buy	+6,092	New	+$254K	0.12%	134

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

Independent Solutions Wealth Management's IWF Position: Q2 2026 in Review

Independent Solutions Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 42% in Q2 2026, buying an estimated $861K and bringing the position to 23,939 shares worth $2.97M. The position accounts for 0.39% of the portfolio, ranked #77.

Independent Solutions Wealth Management first reported a position in IWF in Q4 2019 and has held it in 27 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Independent Solutions Wealth Management held 23,939 shares of iShares Russell 1000 Growth ETF worth $2.97M as of Q2 2026.
Independent Solutions Wealth Management bought 7,139 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $861K.
iShares Russell 1000 Growth ETF made up 0.39% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #77 holding.
Independent Solutions Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 27 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.