Marin Bay Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Marin Bay Wealth Advisors’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	–	Sell	-3,580	Closed	-$382K	–	133
2026 Q1	$382K	Buy	3,580 +4	+0.1%	+$454	0.23%	75
2025 Q4	$423K	Buy	+3,576	New	+$424K	0.24%	64

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

Marin Bay Wealth Advisors's IWF Position: Q2 2026 in Review

Marin Bay Wealth Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2026, closing a stake of 3,580 shares — an estimated $382K sold.

Marin Bay Wealth Advisors first reported a position in IWF in Q4 2025 and held it in 2 quarters. The position peaked at $423K in Q4 2025. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Marin Bay Wealth Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2026 after selling out during the quarter.
Marin Bay Wealth Advisors sold 3,580 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $382K.
Marin Bay Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2025 and held it in 2 quarters.
Marin Bay Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $423K in Q4 2025.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Marin Bay Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.