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

Inspirion Wealth 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	$277K	Sell	2,255 -1	-0%	-$121	0.03%	146
2026 Q1	$240K	Sell	2,256 -200	-8%	-$22.7K	0.03%	146
2025 Q4	$291K	Sell	2,456 -388	-14%	-$46K	0.04%	139
2025 Q3	$267K	Hold	2,844	–	–	0.04%	127
2025 Q2	$302K	Hold	2,844	–	–	0.04%	125
2025 Q1	$257K	Hold	2,844	–	–	0.04%	130
2024 Q4	$287K	Hold	2,844	–	–	0.04%	123
2024 Q3	$267K	Sell	2,844 -1,676	-37%	-$152K	0.04%	128
2024 Q2	$412K	Buy	4,520 +56	+1%	+$4.78K	0.06%	98
2024 Q1	$376K	Hold	4,464	–	–	0.06%	104
2023 Q4	$333K	Buy	4,464 +1,392	+45%	+$98.4K	0.06%	104
2023 Q3	$204K	Sell	3,072 -704	-19%	-$48.6K	0.04%	130
2023 Q2	$260K	Hold	3,776	–	–	0.05%	118
2023 Q1	$231K	Hold	3,776	–	–	0.05%	125
2022 Q4	$202K	Sell	3,776 -348	-8%	-$19.1K	0.04%	123
2022 Q3	$217K	Hold	4,124	–	–	0.05%	110
2022 Q2	$226K	Hold	4,124	–	–	0.05%	108
2022 Q1	$286K	Buy	4,124 +204	+5%	+$13.9K	0.06%	90
2021 Q4	$299K	Buy	+3,920	New	+$291K	0.06%	85

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

Inspirion Wealth Advisors's IWF Position: Q2 2026 in Review

Inspirion Wealth Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.04% in Q2 2026, selling an estimated $121 and leaving 2,255 shares worth $277K. The position accounts for 0.03% of the portfolio, ranked #146.

Inspirion Wealth Advisors first reported a position in IWF in Q4 2021 and has held it in 19 quarters since. The position peaked at $412K in Q2 2024. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Inspirion Wealth Advisors held 2,255 shares of iShares Russell 1000 Growth ETF worth $277K as of Q2 2026.
Inspirion Wealth Advisors sold 1 iShares Russell 1000 Growth ETF share in Q2 2026, an estimated $121.
iShares Russell 1000 Growth ETF made up 0.03% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #146 holding.
Inspirion Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
Inspirion Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $412K in Q2 2024.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.