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Joel Isaacson & Co’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Joel Isaacson & Co’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 		$6.33M Buy
50,970
+410
+0.8% +$49.4K 0.18% 61
2026
Q1 		$5.39M Buy
50,560
+960
+2% +$109K 0.18% 61
2025
Q4 		$5.87M Sell
49,600
-128
-0.3% -$15.2K 0.19% 57
2025
Q3 		$5.82M Sell
49,728
-424
-0.8% -$47.2K 0.21% 55
2025
Q2 		$5.32M Buy
50,152
+3,624
+8% +$347K 0.22% 52
2025
Q1 		$4.2M Sell
46,528
-832
-2% -$82.1K 0.19% 55
2024
Q4 		$4.75M Buy
47,360
+1,680
+4% +$165K 0.21% 50
2024
Q3 		$4.29M Buy
45,680
+5,132
+13% +$465K 0.2% 51
2024
Q2 		$3.69M Buy
40,548
+1,212
+3% +$103K 0.19% 51
2024
Q1 		$3.31M Buy
39,336
+9,504
+32% +$766K 0.18% 54
2023
Q4 		$2.26M Buy
29,832
+576
+2% +$40.7K 0.14% 70
2023
Q3 		$1.95M Buy
29,256
+2,192
+8% +$151K 0.13% 72
2023
Q2 		$1.86M Buy
27,064
+5,688
+27% +$362K 0.12% 76
2023
Q1 		$1.31M Buy
21,376
+1,032
+5% +$59.5K 0.09% 94
2022
Q4 		$1.09M Sell
20,344
-10,980
-35% -$604K 0.08% 102
2022
Q3 		$1.65M Sell
31,324
-1,484
-5% -$87.3K 0.14% 68
2022
Q2 		$1.79M Sell
32,808
-1,264
-4% -$75.9K 0.15% 67
2022
Q1 		$2.23M Buy
34,072
+4,408
+15% +$301K 0.16% 63
2021
Q4 		$2.27M Buy
29,664
+1,536
+5% +$114K 0.16% 64
2021
Q3 		$1.93M Buy
28,128
+1,412
+5% +$99.9K 0.15% 70
2021
Q2 		$1.81M Buy
26,716
+1,248
+5% +$80.5K 0.14% 69
2021
Q1 		$1.55M Sell
25,468
-4
-0% -$243 0.14% 72
2020
Q4 		$1.53M Buy
25,472
+300
+1% +$17.1K 0.15% 65
2020
Q3 		$1.36M Buy
25,172
+832
+3% +$43.8K 0.18% 64
2020
Q2 		$1.17M Buy
24,340
+608
+3% +$26.8K 0.17% 67
2020
Q1 		$894K Buy
23,732
+400
+2% +$17.2K 0.16% 70
2019
Q4 		$1.03M Buy
23,332
+5,004
+27% +$209K 0.13% 74
2019
Q3 		$731K Sell
18,328
-1,084
-6% -$43.5K 0.1% 89
2019
Q2 		$764K Buy
19,412
+28
+0.1% +$1.08K 0.11% 85
2019
Q1 		$733K Sell
19,384
-2,684
-12% -$96.4K 0.11% 100
2018
Q4 		$750K Buy
22,068
+5,476
+33% +$193K 0.12% 96
2018
Q3 		$647K Buy
16,592
+12
+0.1% +$454 0.1% 100
2018
Q2 		$596K Buy
16,580
+272
+2% +$9.6K 0.1% 102
2018
Q1 		$555K Buy
16,308
+2,812
+21% +$98.6K 0.1% 105
2017
Q4 		$454K Buy
13,496
+28
+0.2% +$918 0.08% 119
2017
Q3 		$421K Buy
13,468
+12
+0.1% +$367 0.08% 120
2017
Q2 		$400K Hold
13,456
– – 0.08% 115
2017
Q1 		$383K Buy
13,456
+16
+0.1% +$444 0.08% 113
2016
Q4 		$353K Buy
13,440
+16
+0.1% +$415 0.07% 111
2016
Q3 		$350K Sell
13,424
-1,376
-9% -$35.8K 0.07% 119
2016
Q2 		$371K Buy
14,800
+3,636
+33% +$90.8K 0.08% 115
2016
Q1 		$278K Buy
11,164
+2,444
+28% +$57.7K 0.06% 142
2015
Q4 		$217K Hold
8,720
– – 0.05% 151
2015
Q3 		$203K Hold
8,720
– – 0.05% 144
2015
Q2 		$216K Buy
8,720
+3,928
+82% +$98.8K 0.06% 155
2015
Q1 		$119K Buy
4,792
+2,816
+143% +$68.8K 0.03% 229
2014
Q4 		$47K Buy
1,976
+976
+98% +$22.8K 0.01% 335
2014
Q3 		$23K Hold
1,000
– – 0.01% 395
2014
Q2 		$23K Hold
1,000
– – 0.01% 393
2014
Q1 		$22K Hold
1,000
– – 0.01% 396
2013
Q4 		$21K Sell
1,000
-1,488
-60% -$30.5K 0.01% 373
2013
Q3 		$49K Hold
2,488
– – 0.02% 260
2013
Q2 		$45K Buy
+2,488
New +$45.6K 0.02% 239

Other funds holding IWF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Joel Isaacson & Co's IWF Position: Q2 2026 in Review

Joel Isaacson & Co increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.81% in Q2 2026, buying an estimated $49.4K and bringing the position to 50,970 shares worth $6.33M. The position accounts for 0.18% of the portfolio, ranked #61.

Joel Isaacson & Co first reported a position in IWF in Q2 2013 and has held it in 53 quarters since. 1,749 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Joel Isaacson & Co held 50,970 shares of iShares Russell 1000 Growth ETF worth $6.33M as of Q2 2026.
  • Joel Isaacson & Co bought 410 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $49.4K.
  • iShares Russell 1000 Growth ETF made up 0.18% of Joel Isaacson & Co's portfolio in Q2 2026, its #61 holding.
  • Joel Isaacson & Co first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • 1,749 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.