Invictus Private Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Invictus Private Wealth’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	$524K	Buy	4,220 +300	+8%	+$36.2K	0.03%	64
2026 Q1	$418K	Sell	3,920 -1,836	-32%	-$208K	0.03%	61
2025 Q4	$681K	Sell	5,756 -44	-0.8%	-$5.21K	0.04%	48
2025 Q3	$679K	Sell	5,800 -16	-0.3%	-$1.78K	0.04%	50
2025 Q2	$617K	Sell	5,816 -208	-3%	-$19.9K	0.04%	50
2025 Q1	$544K	Sell	6,024 -96	-2%	-$9.47K	0.04%	51
2024 Q4	$614K	Hold	6,120	–	–	0.05%	51
2024 Q3	$574K	Sell	6,120 -340	-5%	-$30.8K	0.05%	50
2024 Q2	$589K	Sell	6,460 -64	-1%	-$5.46K	0.05%	48
2024 Q1	$550K	Sell	6,524 -368	-5%	-$29.6K	0.05%	51
2023 Q4	$522K	Sell	6,892 -16	-0.2%	-$1.13K	0.05%	50
2023 Q3	$459K	Sell	6,908 -164	-2%	-$11.3K	0.05%	52
2023 Q2	$487K	Buy	+7,072	New	+$450K	0.05%	54

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

Invictus Private Wealth's IWF Position: Q2 2026 in Review

Invictus Private Wealth increased its iShares Russell 1000 Growth ETF (IWF) stake by 7.7% in Q2 2026, buying an estimated $36.2K and bringing the position to 4,220 shares worth $524K. The position accounts for 0.03% of the portfolio, ranked #64.

Invictus Private Wealth first reported a position in IWF in Q2 2023 and has held it in 13 quarters since. The position peaked at $681K in Q4 2025. 2,514 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Invictus Private Wealth held 4,220 shares of iShares Russell 1000 Growth ETF worth $524K as of Q2 2026.
Invictus Private Wealth bought 300 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $36.2K.
iShares Russell 1000 Growth ETF made up 0.03% of Invictus Private Wealth's portfolio in Q2 2026, its #64 holding.
Invictus Private Wealth first reported a position in iShares Russell 1000 Growth ETF in Q2 2023 and has held it in 13 quarters since.
Invictus Private Wealth's iShares Russell 1000 Growth ETF position peaked at $681K in Q4 2025.
2,514 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Invictus Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.