Measured Wealth Private Client Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Measured Wealth Private Client Group’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	$190K	Hold	1,532	–	–	0.05%	204
2026 Q1	$163K	Hold	1,532	–	–	0.04%	205
2025 Q4	$181K	Hold	1,532	–	–	0.05%	199
2025 Q3	$179K	Buy	+1,532	New	+$171K	0.05%	193
2025 Q1	–	Sell	-2,084	Closed	-$209K	–	183
2024 Q4	$209K	Sell	2,084 -1,448	-41%	-$142K	0.07%	169
2024 Q3	$331K	Sell	3,532 -936	-21%	-$84.9K	0.11%	125
2024 Q2	$407K	Hold	4,468	–	–	0.14%	116
2024 Q1	$376K	Buy	+4,468	New	+$360K	0.13%	117
2018 Q4	–	Sell	-2,856	Closed	-$110K	–	401
2018 Q3	$110K	Buy	+2,856	New	+$108K	0.07%	224

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

Measured Wealth Private Client Group's IWF Position: Q2 2026 in Review

Measured Wealth Private Client Group held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 1,532 shares worth $190K. The position accounts for 0.05% of the portfolio, ranked #204.

Measured Wealth Private Client Group first reported a position in IWF in Q3 2018 and has held it in 9 quarters since. The position peaked at $407K in Q2 2024. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Measured Wealth Private Client Group held 1,532 shares of iShares Russell 1000 Growth ETF worth $190K as of Q2 2026.
Measured Wealth Private Client Group left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.05% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #204 holding.
Measured Wealth Private Client Group first reported a position in iShares Russell 1000 Growth ETF in Q3 2018 and has held it in 9 quarters since.
Measured Wealth Private Client Group's iShares Russell 1000 Growth ETF position peaked at $407K in Q2 2024.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.