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

Jamison Private Wealth 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	$1.08M	Buy	8,700 +408	+5%	+$49.2K	0.11%	119
2026 Q1	$884K	Sell	8,292 -20	-0.2%	-$2.27K	0.11%	121
2025 Q4	$983K	Buy	8,312 +92	+1%	+$10.9K	0.12%	117
2025 Q3	$963K	Sell	8,220 -108	-1%	-$12K	0.12%	115
2025 Q2	$884K	Buy	8,328 +5,496	+194%	+$526K	0.13%	112
2025 Q1	$256K	Hold	2,832	–	–	0.04%	183
2024 Q4	$284K	Sell	2,832 -24	-0.8%	-$2.36K	0.04%	180
2024 Q3	$268K	Hold	2,856	–	–	0.04%	170
2024 Q2	$260K	Hold	2,856	–	–	0.04%	161
2024 Q1	$241K	Buy	2,856 +2,692	+1,641%	+$217K	0.04%	164
2023 Q4	$12.4K	Hold	164	–	–	﹤0.01%	294
2023 Q3	$10.8K	Buy	+164	New	+$11.3K	﹤0.01%	292

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

Jamison Private Wealth Management's IWF Position: Q2 2026 in Review

Jamison Private Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 4.9% in Q2 2026, buying an estimated $49.2K and bringing the position to 8,700 shares worth $1.08M. The position accounts for 0.11% of the portfolio, ranked #119.

Jamison Private Wealth Management first reported a position in IWF in Q3 2023 and has held it in 12 quarters since. 2,516 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Jamison Private Wealth Management held 8,700 shares of iShares Russell 1000 Growth ETF worth $1.08M as of Q2 2026.
Jamison Private Wealth Management bought 408 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $49.2K.
iShares Russell 1000 Growth ETF made up 0.11% of Jamison Private Wealth Management's portfolio in Q2 2026, its #119 holding.
Jamison Private Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2023 and has held it in 12 quarters since.
2,516 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.