IIC
IWF icon

Integrated Investment Consultants’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Integrated Investment Consultants’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 		$32.3M Sell
260,027
-27,197
-9% -$3.28M 6.36% 1
2026
Q1 		$30.6M Sell
287,224
-19,360
-6% -$2.2M 6.5% 1
2025
Q4 		$36.3M Sell
306,584
-139,040
-31% -$16.5M 7.11% 1
2025
Q3 		$52.2M Sell
445,624
-16,584
-4% -$1.85M 8.85% 1
2025
Q2 		$49.1M Buy
462,208
+10,084
+2% +$964K 9.64% 1
2025
Q1 		$40.8M Buy
452,124
+3,572
+0.8% +$352K 8.13% 1
2024
Q4 		$45M Sell
448,552
-27,992
-6% -$2.75M 9.29% 1
2024
Q3 		$44.7M Buy
476,544
+150,232
+46% +$13.6M 9.74% 1
2024
Q2 		$27.5M Hold
326,312
– – 7.57% 1
2024
Q1 		$27.5M Sell
326,312
-7,288
-2% -$587K 7.57% 1
2023
Q4 		$25.3M Sell
333,600
-6,640
-2% -$470K 7.99% 1
2023
Q3 		$22.6M Sell
340,240
-2,160
-0.6% -$149K 8.22% 1
2023
Q2 		$23.6M Buy
342,400
+7,440
+2% +$473K 7.46% 1
2023
Q1 		$20.5M Buy
334,960
+2,632
+0.8% +$152K 6.43% 2
2022
Q4 		$17.8M Sell
332,328
-53,384
-14% -$2.94M 6.01% 3
2022
Q3 		$20.3M Buy
385,712
+15,376
+4% +$904K 8.06% 1
2022
Q2 		$20.2M Buy
370,336
+4,076
+1% +$245K 7.32% 1
2022
Q1 		$25.4M Sell
366,260
-53,604
-13% -$3.66M 6.9% 1
2021
Q4 		$32.1M Sell
419,864
-21,352
-5% -$1.58M 8.56% 1
2021
Q3 		$30.2M Sell
441,216
-4,540
-1% -$321K 8.86% 1
2021
Q2 		$30.3M Sell
445,756
-3,020
-0.7% -$195K 8.84% 1
2021
Q1 		$27.3M Sell
448,776
-16,076
-3% -$978K 9.4% 1
2020
Q4 		$28M Sell
464,852
-26,112
-5% -$1.49M 10.55% 1
2020
Q3 		$26.6M Sell
490,964
-64,100
-12% -$3.38M 12.46% 1
2020
Q2 		$26.6M Sell
555,064
-17,304
-3% -$763K 12.62% 1
2020
Q1 		$21.6M Sell
572,368
-3,044
-0.5% -$131K 12.75% 1
2019
Q4 		$25.3M Sell
575,412
-27,756
-5% -$1.16M 10.48% 1
2019
Q3 		$24.1M Sell
603,168
-15,388
-2% -$617K 12.39% 1
2019
Q2 		$24.3M Buy
618,556
+10,492
+2% +$406K 12.45% 1
2019
Q1 		$23M Sell
608,064
-17,524
-3% -$630K 12.27% 1
2018
Q4 		$20.5M Sell
625,588
-12,908
-2% -$455K 10.96% 1
2018
Q3 		$24.9M Sell
638,496
-8,756
-1% -$332K 12.08% 1
2018
Q2 		$23.3M Sell
647,252
-2,796
-0.4% -$98.7K 12.18% 1
2018
Q1 		$22.1M Buy
+650,048
New +$22.8M 8.74% 1
2017
Q3 		$22.2M Sell
711,308
-9,788
-1% -$300K 9.65% 1
2017
Q2 		$21.5M Sell
721,096
-6,000
-0.8% -$176K 9.67% 1
2017
Q1 		$20.7M Sell
727,096
-7,904
-1% -$219K 9.44% 1
2016
Q4 		$19.3M Buy
735,000
+20,384
+3% +$529K 9.22% 2
2016
Q3 		$18.3M Buy
714,616
+57,624
+9% +$1.5M 9.33% 1
2016
Q2 		$16.5M Buy
656,992
+41,652
+7% +$1.04M 9.34% 1
2016
Q1 		$15.3M Buy
615,340
+73,924
+14% +$1.75M 8.81% 1
2015
Q4 		$12.6M Buy
+541,416
New +$13.5M 9.93% 1

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

Integrated Investment Consultants's IWF Position: Q2 2026 in Review

Integrated Investment Consultants reduced its iShares Russell 1000 Growth ETF (IWF) stake by 9.5% in Q2 2026, selling an estimated $3.28M and leaving 260,027 shares worth $32.3M. The position accounts for 6.36% of the portfolio, ranked #1.

Integrated Investment Consultants first reported a position in IWF in Q4 2015 and has held it in 42 quarters since. The position peaked at $52.2M in Q3 2025. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Integrated Investment Consultants held 260,027 shares of iShares Russell 1000 Growth ETF worth $32.3M as of Q2 2026.
  • Integrated Investment Consultants sold 27,197 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $3.28M.
  • iShares Russell 1000 Growth ETF made up 6.36% of Integrated Investment Consultants's portfolio in Q2 2026, its #1 holding.
  • Integrated Investment Consultants first reported a position in iShares Russell 1000 Growth ETF in Q4 2015 and has held it in 42 quarters since.
  • Integrated Investment Consultants's iShares Russell 1000 Growth ETF position peaked at $52.2M in Q3 2025.
  • 2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Integrated Investment Consultants's 13F filing for Q2 2026, filed 17 Aug 2026.