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

JPL 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	$234K	Hold	1,888	–	–	0.05%	121
2026 Q1	$201K	Hold	1,888	–	–	0.05%	120
2025 Q4	$223K	Sell	1,888 -3,332	-64%	-$395K	0.05%	111
2025 Q3	$611K	Hold	5,220	–	–	0.15%	89
2025 Q2	$554K	Hold	5,220	–	–	0.15%	88
2025 Q1	$471K	Sell	5,220 -1,096	-17%	-$108K	0.13%	90
2024 Q4	$634K	Buy	+6,316	New	+$621K	0.18%	85
2024 Q2	$535K	Hold	5,868	–	–	0.26%	78
2024 Q1	$495K	Buy	5,868 +2,004	+52%	+$161K	0.27%	78
2023 Q4	$293K	Buy	+3,864	New	+$273K	0.21%	88

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

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

JPL Wealth Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 1,888 shares worth $234K. The position accounts for 0.05% of the portfolio, ranked #121.

JPL Wealth Management first reported a position in IWF in Q4 2023 and has held it in 10 quarters since. The position peaked at $634K in Q4 2024. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

JPL Wealth Management held 1,888 shares of iShares Russell 1000 Growth ETF worth $234K as of Q2 2026.
JPL Wealth Management left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.05% of JPL Wealth Management's portfolio in Q2 2026, its #121 holding.
JPL Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 10 quarters since.
JPL Wealth Management's iShares Russell 1000 Growth ETF position peaked at $634K in Q4 2024.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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