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

Integris 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	$607K	Hold	4,888	–	–	0.12%	60
2026 Q1	$521K	Hold	4,888	–	–	0.12%	58
2025 Q4	$578K	Hold	4,888	–	–	0.13%	58
2025 Q3	$572K	Hold	4,888	–	–	0.14%	58
2025 Q2	$519K	Hold	4,888	–	–	0.14%	56
2025 Q1	$441K	Hold	4,888	–	–	0.13%	58
2024 Q4	$491K	Buy	4,888 +888	+22%	+$87.3K	0.14%	53
2024 Q3	$375K	Hold	4,000	–	–	0.1%	66
2024 Q2	$365K	Hold	4,000	–	–	0.11%	64
2024 Q1	$337K	Hold	4,000	–	–	0.09%	65
2023 Q4	$303K	Hold	4,000	–	–	0.09%	69
2023 Q3	$266K	Hold	4,000	–	–	0.09%	76
2023 Q2	$275K	Hold	4,000	–	–	0.1%	66
2023 Q1	$244K	Hold	4,000	–	–	0.09%	73
2022 Q4	$214K	Buy	+4,000	New	+$220K	0.08%	78

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

Integris Wealth Management's IWF Position: Q2 2026 in Review

Integris Wealth Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 4,888 shares worth $607K. The position accounts for 0.12% of the portfolio, ranked #60.

Integris Wealth Management first reported a position in IWF in Q4 2022 and has held it in 15 quarters since. 2,502 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Integris Wealth Management held 4,888 shares of iShares Russell 1000 Growth ETF worth $607K as of Q2 2026.
Integris Wealth Management left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.12% of Integris Wealth Management's portfolio in Q2 2026, its #60 holding.
Integris Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 15 quarters since.
2,502 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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