Janney Montgomery Scott
IWF icon

Janney Montgomery Scott’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Janney Montgomery Scott’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 		$387M Buy
+3,115,856
New +$376M 0.75% 16
2026
Q1 		– Sell
-3,112,404
Closed -$368M – 2908
2025
Q4 		$368M Buy
3,112,404
+58,996
+2% +$6.99M 0.84% 17
2025
Q3 		$358M Sell
3,053,408
-47,136
-2% -$5.25M 0.85% 16
2025
Q2 		$329M Sell
3,100,544
-68,528
-2% -$6.55M 0.86% 17
2025
Q1 		$286M Sell
3,169,072
-21,744
-0.7% -$2.15M 0.81% 15
2024
Q4 		$320M Buy
3,190,816
+11,364
+0.4% +$1.12M 0.89% 15
2024
Q3 		$298M Buy
3,179,452
+64,576
+2% +$5.85M 0.83% 17
2024
Q2 		$284M Buy
3,114,876
+51,480
+2% +$4.4M 0.87% 15
2024
Q1 		$258M Sell
3,063,396
-67,732
-2% -$5.46M 0.77% 16
2023
Q4 		$237M Buy
3,131,128
+34,156
+1% +$2.42M 0.77% 20
2023
Q3 		$206M Sell
3,096,972
-7,880
-0.3% -$544K 0.77% 20
2023
Q2 		$214M Buy
3,104,852
+117,080
+4% +$7.45M 0.75% 21
2023
Q1 		$183M Buy
2,987,772
+31,376
+1% +$1.81M 0.75% 19
2022
Q4 		$158M Sell
2,956,396
-3,412
-0.1% -$188K 0.62% 28
2022
Q3 		$156M Buy
2,959,808
+129,040
+5% +$7.59M 0.67% 24
2022
Q2 		$156M Buy
2,830,768
+27,460
+1% +$1.65M 0.71% 23
2022
Q1 		$195M Sell
2,803,308
-41,792
-1% -$2.85M 0.83% 20
2021
Q4 		$217M Buy
2,845,100
+3,844
+0.1% +$285K 0.84% 15
2021
Q3 		$195M Sell
2,841,256
-10,272
-0.4% -$727K 0.83% 16
2021
Q2 		$194M Sell
2,851,528
-42,628
-1% -$2.75M 0.85% 14
2021
Q1 		$176M Sell
2,894,156
-86,252
-3% -$5.25M 0.85% 14
2020
Q4 		$180M Buy
2,980,408
+40,612
+1% +$2.31M 0.87% 16
2020
Q3 		$159M Buy
2,939,796
+40,064
+1% +$2.11M 0.91% 13
2020
Q2 		$139M Buy
2,899,732
+242,416
+9% +$10.7M 0.88% 14
2020
Q1 		$100M Buy
2,657,316
+11,764
+0.4% +$507K 0.79% 16
2019
Q4 		$116M Buy
2,645,552
+31,968
+1% +$1.33M 0.76% 17
2019
Q3 		$104M Buy
2,613,584
+48,828
+2% +$1.96M 0.76% 19
2019
Q2 		$101M Buy
2,564,756
+127,192
+5% +$4.92M 0.77% 16
2019
Q1 		$92.2M Buy
2,437,564
+5,364
+0.2% +$193K 0.76% 14
2018
Q4 		$79.6M Buy
2,432,200
+220,784
+10% +$7.78M 0.77% 18
2018
Q3 		$86.2M Buy
2,211,416
+64,796
+3% +$2.45M 0.74% 18
2018
Q2 		$77.2M Buy
2,146,620
+66,012
+3% +$2.33M 0.74% 17
2018
Q1 		$70.8M Sell
2,080,608
-28,276
-1% -$991K 0.71% 18
2017
Q4 		$71M Buy
2,108,884
+128,084
+6% +$4.2M 0.74% 15
2017
Q3 		$61.9M Sell
1,980,800
-121,836
-6% -$3.73M 0.71% 19
2017
Q2 		$62.6M Buy
2,102,636
+180,672
+9% +$5.3M 0.78% 16
2017
Q1 		$54.7M Sell
1,921,964
-956
-0% -$26.5K 0.73% 20
2016
Q4 		$50.4M Buy
1,922,920
+280,084
+17% +$7.27M 0.76% 19
2016
Q3 		$42.8M Sell
1,642,836
-1,452,812
-47% -$37.8M 0.75% 22
2016
Q2 		$77.7M Buy
3,095,648
+1,657,724
+115% +$41.4M 1.58% 12
2016
Q1 		$35.9M Buy
1,437,924
+138,164
+11% +$3.26M 0.94% 12
2015
Q4 		$32.3M Buy
1,299,760
+17,916
+1% +$447K 0.83% 16
2015
Q3 		$29.8M Buy
1,281,844
+75,536
+6% +$1.86M 0.84% 14
2015
Q2 		$29.9M Buy
1,206,308
+125,100
+12% +$3.15M 0.63% 20
2015
Q1 		$26.7M Buy
1,081,208
+67,208
+7% +$1.64M 0.5% 22
2014
Q4 		$24.2M Buy
1,014,000
+72,616
+8% +$1.7M 0.49% 23
2014
Q3 		$21.6M Buy
941,384
+89,828
+11% +$2.06M 0.45% 26
2014
Q2 		$19.4M Buy
851,556
+23,084
+3% +$506K 0.42% 28
2014
Q1 		$17.9M Buy
828,472
+260,404
+46% +$5.59M 0.43% 29
2013
Q4 		$12.2M Buy
568,068
+25,576
+5% +$525K 0.32% 55
2013
Q3 		$10.6M Buy
+542,492
New +$10.4M 0.32% 52

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

Janney Montgomery Scott's IWF Position: Q2 2026 in Review

Janney Montgomery Scott opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q2 2026: 3,115,856 shares worth $387M. The stake represents 0.75% of the portfolio and ranks #16 among its holdings. This is a return to the name: Janney Montgomery Scott previously reported a position in IWF as recently as Q4 2025.

Janney Montgomery Scott first reported a position in IWF in Q3 2013 and has held it in 51 quarters since. 2,491 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Janney Montgomery Scott held 3,115,856 shares of iShares Russell 1000 Growth ETF worth $387M as of Q2 2026.
  • iShares Russell 1000 Growth ETF was a new Janney Montgomery Scott position in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 0.75% of Janney Montgomery Scott's portfolio in Q2 2026, its #16 holding.
  • Janney Montgomery Scott first reported a position in iShares Russell 1000 Growth ETF in Q3 2013 and has held it in 51 quarters since.
  • 2,491 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.