James J. Burns & Company’s iShares Russell 1000 Growth ETF IWF Stock Holding History

James J. Burns & Company’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	$2.93M	Sell	23,557 -95	-0.4%	-$11.5K	0.32%	47
2026 Q1	$2.52M	Sell	23,652 -1,776	-7%	-$202K	0.34%	48
2025 Q4	$3.01M	Sell	25,428 -844	-3%	-$100K	0.42%	42
2025 Q3	$3.08M	Sell	26,272 -1,948	-7%	-$217K	0.46%	41
2025 Q2	$3M	Sell	28,220 -248	-0.9%	-$23.7K	0.49%	38
2025 Q1	$2.57M	Sell	28,468 -2,672	-9%	-$264K	0.46%	40
2024 Q4	$3.13M	Sell	31,140 -792	-2%	-$77.9K	0.54%	38
2024 Q3	$3M	Sell	31,932 -796	-2%	-$72.2K	0.54%	35
2024 Q2	$2.98M	Buy	32,728 +268	+0.8%	+$22.9K	0.59%	34
2024 Q1	$2.71M	Sell	32,460 -1,804	-5%	-$145K	0.95%	20
2023 Q4	$2.6M	Sell	34,264 -112	-0.3%	-$7.92K	0.62%	31
2023 Q3	$2.29M	Sell	34,376 -884	-3%	-$61K	0.61%	32
2023 Q2	$2.43M	Sell	35,260 -3,172	-8%	-$202K	0.62%	33
2023 Q1	$2.35M	Sell	38,432 -3,464	-8%	-$200K	0.61%	37
2022 Q4	$2.24M	Buy	41,896 +1,608	+4%	+$88.5K	0.92%	29
2022 Q3	$2.12M	Buy	+40,288	New	+$2.37M	0.94%	25

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

James J. Burns & Company's IWF Position: Q2 2026 in Review

James J. Burns & Company reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.4% in Q2 2026, selling an estimated $11.5K and leaving 23,557 shares worth $2.93M. The position accounts for 0.32% of the portfolio, ranked #47.

James J. Burns & Company first reported a position in IWF in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.13M in Q4 2024. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

James J. Burns & Company held 23,557 shares of iShares Russell 1000 Growth ETF worth $2.93M as of Q2 2026.
James J. Burns & Company sold 95 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $11.5K.
iShares Russell 1000 Growth ETF made up 0.32% of James J. Burns & Company's portfolio in Q2 2026, its #47 holding.
James J. Burns & Company first reported a position in iShares Russell 1000 Growth ETF in Q3 2022 and has held it in 16 quarters since.
James J. Burns & Company's iShares Russell 1000 Growth ETF position peaked at $3.13M in Q4 2024.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on James J. Burns & Company's 13F filing for Q2 2026, filed 6 Aug 2026.