Institute for Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Institute for 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	$270K	Buy	+2,171	New	+$262K	0.02%	448
2026 Q1	–	Sell	-1,820	Closed	-$207K	–	561
2025 Q4	$215K	Sell	1,820 -88	-5%	-$10.4K	0.02%	516
2025 Q3	$223K	Hold	1,908	–	–	0.02%	524
2025 Q2	$203K	Buy	+1,908	New	+$182K	0.02%	539
2020 Q1	–	Sell	-1,520	Closed	-$67K	–	540
2019 Q4	$67K	Buy	+1,520	New	+$63.5K	0.02%	497
2013 Q3	–	Sell	-3,744	Closed	-$68K	–	89
2013 Q2	$68K	Buy	+3,744	New	+$68.6K	0.05%	49

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

Institute for Wealth Management's IWF Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q2 2026: 2,171 shares worth $270K. The stake represents 0.02% of the portfolio and ranks #448 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in IWF as recently as Q4 2025.

Institute for Wealth Management first reported a position in IWF in Q2 2013 and has held it in 6 quarters since. 2,491 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Institute for Wealth Management held 2,171 shares of iShares Russell 1000 Growth ETF worth $270K as of Q2 2026.
iShares Russell 1000 Growth ETF was a new Institute for Wealth Management position in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #448 holding.
Institute for Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 6 quarters since.
2,491 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.