Johnson & White Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Johnson & White Wealth 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	$256K	Hold	2,060	–	–	0.1%	105
2026 Q1	$220K	Hold	2,060	–	–	0.09%	100
2025 Q4	$244K	Hold	2,060	–	–	0.11%	100
2025 Q3	$241K	Hold	2,060	–	–	0.11%	97
2025 Q2	$219K	Buy	+2,060	New	+$197K	0.11%	98
2025 Q1	–	Sell	-2,060	Closed	-$206K	–	99
2024 Q4	$206K	Buy	+2,060	New	+$203K	0.12%	95

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 & White Wealth Management's IWF Position: Q2 2026 in Review

Johnson & White Wealth Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 2,060 shares worth $256K. The position accounts for 0.1% of the portfolio, ranked #105.

Johnson & White Wealth Management first reported a position in IWF in Q4 2024 and has held it in 6 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Johnson & White Wealth Management held 2,060 shares of iShares Russell 1000 Growth ETF worth $256K as of Q2 2026.
Johnson & White Wealth Management left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.1% of Johnson & White Wealth Management's portfolio in Q2 2026, its #105 holding.
Johnson & White Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 6 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.