JP Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

JP 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	$2.68M	Hold	21,600	–	–	1.69%	8
2026 Q1	$2.3M	Hold	21,600	–	–	1.56%	8
2025 Q4	$2.56M	Hold	21,600	–	–	1.81%	8
2025 Q3	$2.53M	Hold	21,600	–	–	1.7%	9
2025 Q2	$2.29M	Hold	21,600	–	–	1.72%	8
2025 Q1	$1.95M	Hold	21,600	–	–	1.57%	9
2024 Q4	$2.17M	Buy	+21,600	New	+$2.12M	1.59%	10

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

JP Wealth Management's IWF Position: Q2 2026 in Review

JP Wealth Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 21,600 shares worth $2.68M. The position accounts for 1.69% of the portfolio, ranked #8.

JP Wealth Management first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. 2,491 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

JP Wealth Management held 21,600 shares of iShares Russell 1000 Growth ETF worth $2.68M as of Q2 2026.
JP Wealth Management left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 1.69% of JP Wealth Management's portfolio in Q2 2026, its #8 holding.
JP Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,491 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on JP Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.