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

Invested 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 		$3.12M Sell
25,091
-2,013
-7% -$243K 2.76% 7
2026
Q1 		$2.89M Buy
27,104
+444
+2% +$50.4K 2.92% 8
2025
Q4 		$3.15M Buy
26,660
+13,964
+110% +$1.65M 3.27% 5
2025
Q3 		$1.28M Buy
+12,696
New +$1.41M 1.87% 9

Other funds holding IWF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
7WCP
71 West Capital Partners Boston, Massachusetts $2.89B AUM
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Invested Advisors's IWF Position: Q2 2026 in Review

Invested Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 7.4% in Q2 2026, selling an estimated $243K and leaving 25,091 shares worth $3.12M. The position accounts for 2.76% of the portfolio, ranked #7.

Invested Advisors first reported a position in IWF in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.15M in Q4 2025. 1,550 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Invested Advisors held 25,091 shares of iShares Russell 1000 Growth ETF worth $3.12M as of Q2 2026.
  • Invested Advisors sold 2,013 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $243K.
  • iShares Russell 1000 Growth ETF made up 2.76% of Invested Advisors's portfolio in Q2 2026, its #7 holding.
  • Invested Advisors first reported a position in iShares Russell 1000 Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • Invested Advisors's iShares Russell 1000 Growth ETF position peaked at $3.15M in Q4 2025.
  • 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.