JSF Financial’s iShares Russell 1000 Growth ETF IWF Stock Holding History

JSF Financial’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	$5.64M	Buy	45,401 +601	+1%	+$72.5K	0.89%	18
2026 Q1	$4.78M	Sell	44,800 -2,176	-5%	-$247K	0.94%	18
2025 Q4	$5.56M	Sell	46,976 -1,756	-4%	-$208K	1.15%	16
2025 Q3	$5.71M	Sell	48,732 -2,876	-6%	-$320K	1.27%	15
2025 Q2	$5.48M	Sell	51,608 -1,392	-3%	-$133K	1.3%	14
2025 Q1	$4.78M	Sell	53,000 -2,288	-4%	-$226K	1.26%	15
2024 Q4	$5.55M	Sell	55,288 -1,404	-2%	-$138K	1.48%	14
2024 Q3	$5.32M	Sell	56,692 -512	-0.9%	-$46.4K	1.55%	14
2024 Q2	$5.21M	Sell	57,204 -1,484	-3%	-$127K	1.6%	14
2024 Q1	$4.95M	Sell	58,688 -820	-1%	-$66.1K	1.55%	14
2023 Q4	$4.51M	Sell	59,508 -420	-0.7%	-$29.7K	1.56%	15
2023 Q3	$3.99M	Sell	59,928 -3,364	-5%	-$232K	1.54%	15
2023 Q2	$4.35M	Sell	63,292 -5,224	-8%	-$332K	1.54%	17
2023 Q1	$4.19M	Sell	68,516 -6,040	-8%	-$348K	1.56%	18
2022 Q4	$3.99M	Sell	74,556 -4,384	-6%	-$241K	1.49%	18
2022 Q3	$4.15M	Sell	78,940 -176	-0.2%	-$10.3K	1.58%	19
2022 Q2	$4.33M	Buy	79,116 +27,852	+54%	+$1.67M	1.96%	14
2022 Q1	$3.56M	Sell	51,264 -12,108	-19%	-$827K	1.51%	16
2021 Q4	$4.84M	Buy	63,372 +5,476	+9%	+$406K	2.36%	8
2021 Q3	$3.97M	Buy	57,896 +1,472	+3%	+$104K	1.96%	10
2021 Q2	$3.83M	Sell	56,424 -6,596	-10%	-$425K	2.26%	7
2021 Q1	$3.83M	Sell	63,020 -210,988	-77%	-$12.8M	2.4%	6
2020 Q4	$16.5M	Sell	274,008 -46,632	-15%	-$2.65M	11.54%	3
2020 Q3	$17.4M	Sell	320,640 -43,768	-12%	-$2.31M	13.65%	3
2020 Q2	$17.5M	Buy	364,408 +60,904	+20%	+$2.68M	15.13%	3
2020 Q1	$11.4M	Buy	303,504 +150,220	+98%	+$6.47M	11.6%	3
2019 Q4	$6.74M	Buy	153,284 +2,816	+2%	+$118K	6.67%	3
2019 Q3	$6M	Sell	150,468 -492	-0.3%	-$19.7K	6.53%	3
2019 Q2	$5.94M	Buy	150,960 +2,664	+2%	+$103K	6.45%	3
2019 Q1	$5.61M	Sell	148,296 -1,892	-1%	-$68K	6.2%	5
2018 Q4	$4.92M	Buy	+150,188	New	+$5.29M	5.03%	6

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

JSF Financial's IWF Position: Q2 2026 in Review

JSF Financial increased its iShares Russell 1000 Growth ETF (IWF) stake by 1.3% in Q2 2026, buying an estimated $72.5K and bringing the position to 45,401 shares worth $5.64M. The position accounts for 0.89% of the portfolio, ranked #18.

JSF Financial first reported a position in IWF in Q4 2018 and has held it in 31 quarters since. The position peaked at $17.5M in Q2 2020. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

JSF Financial held 45,401 shares of iShares Russell 1000 Growth ETF worth $5.64M as of Q2 2026.
JSF Financial bought 601 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $72.5K.
iShares Russell 1000 Growth ETF made up 0.89% of JSF Financial's portfolio in Q2 2026, its #18 holding.
JSF Financial first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 31 quarters since.
JSF Financial's iShares Russell 1000 Growth ETF position peaked at $17.5M in Q2 2020.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on JSF Financial's 13F filing for Q2 2026, filed 28 Jul 2026.