Joel Adams & Associates’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Joel Adams & Associates’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	$519K	Sell	4,178 -1,714	-29%	-$207K	0.33%	42
2026 Q1	$628K	Buy	5,892 +8	+0.1%	+$908	0.47%	28
2025 Q4	$696K	Sell	5,884 -716	-11%	-$84.8K	0.52%	29
2025 Q3	$773K	Buy	6,600 +124	+2%	+$13.8K	0.62%	28
2025 Q2	$688K	Buy	6,476 +3,336	+106%	+$319K	0.61%	26
2025 Q1	$283K	Buy	+3,140	New	+$310K	0.26%	50

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

Joel Adams & Associates's IWF Position: Q2 2026 in Review

Joel Adams & Associates reduced its iShares Russell 1000 Growth ETF (IWF) stake by 29% in Q2 2026, selling an estimated $207K and leaving 4,178 shares worth $519K. The position accounts for 0.33% of the portfolio, ranked #42.

Joel Adams & Associates first reported a position in IWF in Q1 2025 and has held it in 6 quarters since. The position peaked at $773K in Q3 2025. 2,514 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Joel Adams & Associates held 4,178 shares of iShares Russell 1000 Growth ETF worth $519K as of Q2 2026.
Joel Adams & Associates sold 1,714 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $207K.
iShares Russell 1000 Growth ETF made up 0.33% of Joel Adams & Associates's portfolio in Q2 2026, its #42 holding.
Joel Adams & Associates first reported a position in iShares Russell 1000 Growth ETF in Q1 2025 and has held it in 6 quarters since.
Joel Adams & Associates's iShares Russell 1000 Growth ETF position peaked at $773K in Q3 2025.
2,514 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Joel Adams & Associates's 13F filing for Q2 2026, filed 6 Aug 2026.