J. Safra Asset Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

J. Safra Asset 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	$157M	Sell	1,260,693 -29,703	-2%	-$3.58M	7.21%	3
2026 Q1	$138M	Sell	1,290,396 -244,856	-16%	-$27.8M	7.41%	3
2025 Q4	$182M	Buy	1,535,252 +67,432	+5%	+$7.99M	9.53%	3
2025 Q3	$172M	Buy	1,467,820 +41,524	+3%	+$4.62M	10.44%	3
2025 Q2	$151M	Buy	1,426,296 +65,832	+5%	+$6.29M	10.54%	3
2025 Q1	$123M	Buy	1,360,464 +35,176	+3%	+$3.47M	9.99%	3
2024 Q4	$134M	Buy	1,325,288 +641,396	+94%	+$63.1M	10.92%	3
2024 Q3	$63.9M	Sell	683,892 -70,628	-9%	-$6.4M	6.07%	7
2024 Q2	$68.8M	Buy	754,520 +25,600	+4%	+$2.19M	6.94%	4
2024 Q1	$61.4M	Buy	728,920 +459,516	+171%	+$37M	6.95%	5
2023 Q4	$20.4M	Sell	269,404 -31,780	-11%	-$2.25M	2.87%	10
2023 Q3	$20M	Buy	301,184 +3,540	+1%	+$244K	2.92%	11
2023 Q2	$20.5M	Sell	297,644 -6,380	-2%	-$406K	2.84%	10
2023 Q1	$18.6M	Buy	+304,024	New	+$17.5M	2.94%	9
2022 Q4	–	Sell	-260,000	Closed	-$13.7M	–	82
2022 Q3	$13.7M	Sell	260,000 -1,876,000	-88%	-$110M	2.16%	10
2022 Q2	$68.5M	Buy	2,136,000 +2,024,000	+1,807%	+$122M	10.63%	4
2022 Q1	$7.83M	Buy	112,000 +80,000	+250%	+$5.46M	1.06%	10
2021 Q4	$2.33M	Buy	32,000 +10,700	+50%	+$793K	0.31%	9
2021 Q3	$1.46M	Buy	21,300 +14,452	+211%	+$1.02M	0.35%	9
2021 Q2	$410K	Sell	6,848 -1,840	-21%	-$119K	0.2%	16
2021 Q1	$528K	Buy	8,688 +4,140	+91%	+$252K	0.25%	15
2020 Q4	$274K	Buy	+4,548	New	+$259K	0.14%	16
2016 Q4	$130K	Sell	4,976 -40,176	-89%	-$1.04M	0.25%	20
2016 Q3	$1.18M	Buy	+45,152	New	+$1.17M	2.06%	10

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

J. Safra Asset Management's IWF Position: Q2 2026 in Review

J. Safra Asset Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.3% in Q2 2026, selling an estimated $3.58M and leaving 1,260,693 shares worth $157M. The position accounts for 7.21% of the portfolio, ranked #3.

J. Safra Asset Management first reported a position in IWF in Q3 2016 and has held it in 24 quarters since. The position peaked at $182M in Q4 2025. 2,514 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

J. Safra Asset Management held 1,260,693 shares of iShares Russell 1000 Growth ETF worth $157M as of Q2 2026.
J. Safra Asset Management sold 29,703 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $3.58M.
iShares Russell 1000 Growth ETF made up 7.21% of J. Safra Asset Management's portfolio in Q2 2026, its #3 holding.
J. Safra Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2016 and has held it in 24 quarters since.
J. Safra Asset Management's iShares Russell 1000 Growth ETF position peaked at $182M in Q4 2025.
2,514 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.