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JT Stratford LLC’s iShares Russell 1000 Growth ETF IWF Stock Holding History

JT Stratford LLC’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 		$718K Sell
5,786
-4,798
-45% -$578K 0.08% 183
2026
Q1 		$1.13M Buy
10,584
+256
+2% +$29.1K 0.14% 143
2025
Q4 		$1.22M Buy
10,328
+1,896
+22% +$225K 0.16% 132
2025
Q3 		$987K Buy
8,432
+3,144
+59% +$350K 0.13% 148
2025
Q2 		$561K Buy
+5,288
New +$506K 0.08% 187

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JT Stratford LLC's IWF Position: Q2 2026 in Review

JT Stratford LLC reduced its iShares Russell 1000 Growth ETF (IWF) stake by 45% in Q2 2026, selling an estimated $578K and leaving 5,786 shares worth $718K. The position accounts for 0.08% of the portfolio, ranked #183.

JT Stratford LLC first reported a position in IWF in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.22M in Q4 2025. 2,514 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • JT Stratford LLC held 5,786 shares of iShares Russell 1000 Growth ETF worth $718K as of Q2 2026.
  • JT Stratford LLC sold 4,798 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $578K.
  • iShares Russell 1000 Growth ETF made up 0.08% of JT Stratford LLC's portfolio in Q2 2026, its #183 holding.
  • JT Stratford LLC first reported a position in iShares Russell 1000 Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • JT Stratford LLC's iShares Russell 1000 Growth ETF position peaked at $1.22M in Q4 2025.
  • 2,514 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on JT Stratford LLC's 13F filing for Q2 2026, filed 14 Aug 2026.