Monument Group Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Monument Group 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	$209K	Buy	+1,682	New	+$203K	0.1%	44
2026 Q1	–	Sell	-1,848	Closed	-$219K	–	47
2025 Q4	$219K	Sell	1,848 -432	-19%	-$51.2K	0.12%	47
2025 Q3	$267K	Hold	2,280	–	–	0.16%	35
2025 Q2	$242K	Hold	2,280	–	–	0.15%	46
2025 Q1	$206K	Buy	2,280 +168	+8%	+$16.6K	0.14%	51
2024 Q4	$212K	Buy	+2,112	New	+$208K	0.15%	45

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

Monument Group Wealth Advisors's IWF Position: Q2 2026 in Review

Monument Group Wealth Advisors opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q2 2026: 1,682 shares worth $209K. The stake represents 0.1% of the portfolio and ranks #44 among its holdings. This is a return to the name: Monument Group Wealth Advisors previously reported a position in IWF as recently as Q4 2025.

Monument Group Wealth Advisors first reported a position in IWF in Q4 2024 and has held it in 6 quarters since. The position peaked at $267K in Q3 2025. 2,502 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Monument Group Wealth Advisors held 1,682 shares of iShares Russell 1000 Growth ETF worth $209K as of Q2 2026.
iShares Russell 1000 Growth ETF was a new Monument Group Wealth Advisors position in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.1% of Monument Group Wealth Advisors's portfolio in Q2 2026, its #44 holding.
Monument Group Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 6 quarters since.
Monument Group Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $267K in Q3 2025.
2,502 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Monument Group Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.