Morris Financial Concepts’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Morris Financial Concepts’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	$39.7K	Hold	320	–	–	0.01%	161
2026 Q1	$34.1K	Buy	320 +8	+3%	+$908	0.01%	161
2025 Q4	$36.9K	Hold	312	–	–	0.01%	159
2025 Q3	$36.5K	Hold	312	–	–	0.01%	162
2025 Q2	$33.1K	Hold	312	–	–	0.01%	161
2025 Q1	$28.2K	Hold	312	–	–	0.01%	161
2024 Q4	$31.3K	Hold	312	–	–	0.01%	151
2024 Q3	$29.3K	Hold	312	–	–	0.01%	157
2024 Q2	$28.4K	Sell	312 -12	-4%	-$1.02K	0.01%	130
2024 Q1	$27.3K	Hold	324	–	–	0.01%	128
2023 Q4	$24.6K	Sell	324 -8	-2%	-$566	0.01%	126
2023 Q3	$22.1K	Sell	332 -36	-10%	-$2.49K	0.01%	118
2023 Q2	$25.3K	Sell	368 -12	-3%	-$763	0.02%	120
2023 Q1	$23.2K	Hold	380	–	–	0.02%	118
2022 Q4	$20.4K	Buy	380 +52	+16%	+$2.86K	0.02%	109
2022 Q3	$17K	Hold	328	–	–	0.02%	88
2022 Q2	$18K	Sell	328 -384	-54%	-$23.1K	0.02%	96
2022 Q1	$49K	Sell	712 -312	-30%	-$21.3K	0.04%	87
2021 Q4	$78K	Buy	+1,024	New	+$75.9K	0.07%	75

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

Morris Financial Concepts's IWF Position: Q2 2026 in Review

Morris Financial Concepts held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 320 shares worth $39.7K. The position accounts for 0.01% of the portfolio, ranked #161.

Morris Financial Concepts first reported a position in IWF in Q4 2021 and has held it in 19 quarters since. The position peaked at $78K in Q4 2021. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Morris Financial Concepts held 320 shares of iShares Russell 1000 Growth ETF worth $39.7K as of Q2 2026.
Morris Financial Concepts left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.01% of Morris Financial Concepts's portfolio in Q2 2026, its #161 holding.
Morris Financial Concepts first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
Morris Financial Concepts's iShares Russell 1000 Growth ETF position peaked at $78K in Q4 2021.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.