JBR Co Financial Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

JBR Co Financial 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	$514K	Hold	4,136	–	–	0.19%	85
2026 Q1	$489K	Hold	4,136	–	–	0.2%	80
2025 Q4	$489K	Sell	4,136 -12	-0.3%	-$1.42K	0.2%	80
2025 Q3	$486K	Hold	4,148	–	–	0.21%	77
2025 Q2	$440K	Hold	4,148	–	–	0.22%	76
2025 Q1	$374K	Hold	4,148	–	–	0.22%	81
2024 Q4	$416K	Hold	4,148	–	–	0.25%	73
2024 Q3	$389K	Sell	4,148 -40	-1%	-$3.63K	0.25%	72
2024 Q2	$382K	Hold	4,188	–	–	0.27%	68
2024 Q1	$353K	Hold	4,188	–	–	0.28%	69
2023 Q4	$317K	Buy	+4,188	New	+$296K	0.3%	66

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

JBR Co Financial Management's IWF Position: Q2 2026 in Review

JBR Co Financial Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 4,136 shares worth $514K. The position accounts for 0.19% of the portfolio, ranked #85.

JBR Co Financial Management first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. 2,511 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

JBR Co Financial Management held 4,136 shares of iShares Russell 1000 Growth ETF worth $514K as of Q2 2026.
JBR Co Financial Management left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.19% of JBR Co Financial Management's portfolio in Q2 2026, its #85 holding.
JBR Co Financial Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,511 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.