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Journey Advisory Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Journey Advisory Group’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 		$707K Sell
5,691
-549
-9% -$66.2K 0.05% 180
2026
Q1 		$665K Sell
6,240
-68
-1% -$7.72K 0.06% 169
2025
Q4 		$746K Sell
6,308
-440
-7% -$52.1K 0.06% 171
2025
Q3 		$790K Buy
6,748
+240
+4% +$26.7K 0.06% 166
2025
Q2 		$691K Buy
6,508
+220
+3% +$21K 0.05% 183
2025
Q1 		$568K Buy
6,288
+44
+0.7% +$4.34K 0.05% 184
2024
Q4 		$569K Hold
6,244
– – 0.07% 142
2024
Q3 		$569K Hold
6,244
– – 0.07% 142
2024
Q2 		$569K Sell
6,244
-1,064
-15% -$90.8K 0.07% 140
2024
Q1 		$616K Buy
7,308
+124
+2% +$9.99K 0.08% 145
2023
Q4 		$544K Sell
7,184
-96
-1% -$6.79K 0.07% 144
2023
Q3 		$484K Buy
7,280
+36
+0.5% +$2.49K 0.07% 145
2023
Q2 		$498K Sell
7,244
-72
-1% -$4.58K 0.07% 147
2023
Q1 		$447K Sell
7,316
-236
-3% -$13.6K 0.07% 158
2022
Q4 		$404K Hold
7,552
– – 0.1% 148
2022
Q3 		$397K Hold
7,552
– – 0.1% 161
2022
Q2 		$462K Buy
7,552
+668
+10% +$40.1K 0.11% 159
2022
Q1 		$478K Buy
6,884
+1,600
+30% +$109K 0.12% 139
2021
Q4 		$404K Buy
5,284
+1,680
+47% +$125K 0.11% 153
2021
Q3 		$247K Buy
3,604
+136
+4% +$9.62K 0.08% 176
2021
Q2 		$235K Sell
3,468
-28
-0.8% -$1.8K 0.07% 189
2021
Q1 		$212K Buy
3,496
+28
+0.8% +$1.7K 0.07% 187
2020
Q4 		$209K Buy
+3,468
New +$197K 0.08% 175

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

Journey Advisory Group's IWF Position: Q2 2026 in Review

Journey Advisory Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 8.8% in Q2 2026, selling an estimated $66.2K and leaving 5,691 shares worth $707K. The position accounts for 0.05% of the portfolio, ranked #180.

Journey Advisory Group first reported a position in IWF in Q4 2020 and has held it in 23 quarters since. The position peaked at $790K in Q3 2025. 1,980 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Journey Advisory Group held 5,691 shares of iShares Russell 1000 Growth ETF worth $707K as of Q2 2026.
  • Journey Advisory Group sold 549 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $66.2K.
  • iShares Russell 1000 Growth ETF made up 0.05% of Journey Advisory Group's portfolio in Q2 2026, its #180 holding.
  • Journey Advisory Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Journey Advisory Group's iShares Russell 1000 Growth ETF position peaked at $790K in Q3 2025.
  • 1,980 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.