Johnson Financial Group LLC (Colorado)’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Johnson Financial Group LLC (Colorado)’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	$1.07M	Buy	8,632 +2,524	+41%	+$304K	0.06%	84
2026 Q1	$651K	Hold	6,108	–	–	0.04%	73
2025 Q4	$723K	Buy	+6,108	New	+$724K	0.04%	60
2025 Q2	–	Sell	-4,052	Closed	-$366K	–	92
2025 Q1	$366K	Buy	+4,052	New	+$400K	0.04%	56
2021 Q4	–	Sell	-12,900	Closed	-$883K	–	76
2021 Q3	$883K	Sell	12,900 -1,984	-13%	-$140K	0.17%	20
2021 Q2	$1.01M	Buy	+14,884	New	+$960K	0.2%	21

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

Johnson Financial Group LLC (Colorado)'s IWF Position: Q2 2026 in Review

Johnson Financial Group LLC (Colorado) increased its iShares Russell 1000 Growth ETF (IWF) stake by 41% in Q2 2026, buying an estimated $304K and bringing the position to 8,632 shares worth $1.07M. The position accounts for 0.06% of the portfolio, ranked #84.

Johnson Financial Group LLC (Colorado) first reported a position in IWF in Q2 2021 and has held it in 6 quarters since. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Johnson Financial Group LLC (Colorado) held 8,632 shares of iShares Russell 1000 Growth ETF worth $1.07M as of Q2 2026.
Johnson Financial Group LLC (Colorado) bought 2,524 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $304K.
iShares Russell 1000 Growth ETF made up 0.06% of Johnson Financial Group LLC (Colorado)'s portfolio in Q2 2026, its #84 holding.
Johnson Financial Group LLC (Colorado) first reported a position in iShares Russell 1000 Growth ETF in Q2 2021 and has held it in 6 quarters since.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.