IF
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Ironwood Financial’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Ironwood Financial’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 		$1.84M Sell
15,130
-386
-2% -$46.5K 0.29% 66
2026
Q1 		$1.65M Sell
15,516
-368
-2% -$41.8K 0.29% 67
2025
Q4 		$1.9M Sell
15,884
-1,224
-7% -$145K 0.32% 62
2025
Q3 		$2M Buy
17,108
+96
+0.6% +$10.7K 0.36% 57
2025
Q2 		$1.54M Hold
17,012
– – 0.33% 63
2025
Q1 		$1.54M Sell
17,012
-172
-1% -$17K 0.33% 63
2024
Q4 		$1.73M Sell
17,184
-1,004
-6% -$98.8K 0.36% 58
2024
Q3 		$1.71M Sell
18,188
-212
-1% -$19.2K 0.36% 58
2024
Q2 		$1.68M Sell
18,400
-60
-0.3% -$5.12K 0.38% 53
2024
Q1 		$1.56M Sell
18,460
-200
-1% -$16.1K 0.36% 58
2023
Q4 		$1.41M Sell
18,660
-184
-1% -$13K 0.34% 59
2023
Q3 		$1.25M Sell
18,844
-444
-2% -$30.7K 0.34% 53
2023
Q2 		$1.33M Sell
19,288
-392
-2% -$24.9K 0.35% 54
2023
Q1 		$1.2M Sell
19,680
-196
-1% -$11.3K 0.34% 56
2022
Q4 		$1.06M Sell
19,876
-688
-3% -$37.8K 0.33% 55
2022
Q3 		$1.08M Sell
20,564
-224
-1% -$13.2K 0.36% 55
2022
Q2 		$1.14M Sell
20,788
-204
-1% -$12.2K 0.37% 54
2022
Q1 		$1.46M Sell
20,992
-316
-1% -$21.6K 0.41% 47
2021
Q4 		$1.63M Sell
21,308
-272
-1% -$20.2K 0.45% 45
2021
Q3 		$1.48M Sell
21,580
-316
-1% -$22.4K 0.43% 44
2021
Q2 		$1.49M Sell
21,896
-200
-0.9% -$12.9K 0.45% 44
2021
Q1 		$1.34M Sell
22,096
-424
-2% -$25.8K 0.44% 42
2020
Q4 		$1.36M Sell
22,520
-264
-1% -$15K 0.51% 30
2020
Q3 		$1.24M Buy
+22,784
New +$1.2M 0.62% 27

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

Ironwood Financial's IWF Position: Q2 2026 in Review

Ironwood Financial reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.5% in Q2 2026, selling an estimated $46.5K and leaving 15,130 shares worth $1.84M. The position accounts for 0.29% of the portfolio, ranked #66.

Ironwood Financial first reported a position in IWF in Q3 2020 and has held it in 24 quarters since. The position peaked at $2M in Q3 2025. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Ironwood Financial held 15,130 shares of iShares Russell 1000 Growth ETF worth $1.84M as of Q2 2026.
  • Ironwood Financial sold 386 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $46.5K.
  • iShares Russell 1000 Growth ETF made up 0.29% of Ironwood Financial's portfolio in Q2 2026, its #66 holding.
  • Ironwood Financial first reported a position in iShares Russell 1000 Growth ETF in Q3 2020 and has held it in 24 quarters since.
  • Ironwood Financial's iShares Russell 1000 Growth ETF position peaked at $2M in Q3 2025.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.