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

Jupiter 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	$1.86M	Sell	14,940 -44,820	-75%	-$5.4M	0.74%	30
2026 Q1	$1.86M	Buy	59,760 +44,820	+300%	+$5.09M	0.73%	29
2025 Q4	$1.68M	Hold	14,940	–	–	0.75%	33
2025 Q3	$1.75M	Hold	14,940	–	–	0.83%	30
2025 Q2	$1.68M	Hold	14,940	–	–	0.85%	27
2025 Q1	$1.5M	Hold	14,940	–	–	0.91%	28
2024 Q4	$1.5M	Hold	14,940	–	–	0.75%	32
2024 Q3	$1.4M	Hold	14,940	–	–	0.72%	38
2024 Q2	$1.34M	Hold	14,940	–	–	0.71%	40
2024 Q1	$1.25M	Hold	14,940	–	–	0.66%	42
2023 Q4	$1.13M	Hold	14,940	–	–	0.67%	41
2023 Q3	$1.05M	Buy	+14,940	New	+$1.03M	0.68%	38

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

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

Jupiter Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 75% in Q2 2026, selling an estimated $5.4M and leaving 14,940 shares worth $1.86M. The position accounts for 0.74% of the portfolio, ranked #30.

Jupiter Wealth Management first reported a position in IWF in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.86M in Q1 2026. 2,511 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Jupiter Wealth Management held 14,940 shares of iShares Russell 1000 Growth ETF worth $1.86M as of Q2 2026.
Jupiter Wealth Management sold 44,820 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $5.4M.
iShares Russell 1000 Growth ETF made up 0.74% of Jupiter Wealth Management's portfolio in Q2 2026, its #30 holding.
Jupiter Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2023 and has held it in 12 quarters since.
Jupiter Wealth Management's iShares Russell 1000 Growth ETF position peaked at $1.86M in Q1 2026.
2,511 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Jupiter Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.