L.J. Altfest & Co’s iShares Russell 1000 Growth ETF IWF Stock Holding History

L.J. Altfest & Co’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	$264K	Hold	2,124	–	–	0.03%	281
2026 Q1	$226K	Hold	2,124	–	–	0.02%	302
2025 Q4	$251K	Hold	2,124	–	–	0.03%	305
2025 Q3	$249K	Sell	2,124 -36	-2%	-$4.01K	0.03%	306
2025 Q2	$229K	Buy	+2,160	New	+$207K	0.03%	305
2025 Q1	–	Sell	-2,124	Closed	-$213K	–	344
2024 Q4	$213K	Buy	+2,124	New	+$209K	0.03%	306

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

L.J. Altfest & Co's IWF Position: Q2 2026 in Review

L.J. Altfest & Co held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 2,124 shares worth $264K. The position accounts for 0.03% of the portfolio, ranked #281.

L.J. Altfest & Co first reported a position in IWF in Q4 2024 and has held it in 6 quarters since. 2,511 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

L.J. Altfest & Co held 2,124 shares of iShares Russell 1000 Growth ETF worth $264K as of Q2 2026.
L.J. Altfest & Co left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.03% of L.J. Altfest & Co's portfolio in Q2 2026, its #281 holding.
L.J. Altfest & Co first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 6 quarters since.
2,511 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.