Moss Adams Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Moss Adams 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	$3.09M	Sell	24,900 -28	-0.1%	-$3.38K	0.19%	39
2026 Q1	$2.66M	Hold	24,928	–	–	0.19%	39
2025 Q4	$2.95M	Sell	24,928 -116	-0.5%	-$13.7K	0.21%	35
2025 Q3	$2.93M	Sell	25,044 -132	-0.5%	-$14.7K	0.23%	37
2025 Q2	$2.67M	Sell	25,176 -4,376	-15%	-$418K	0.24%	36
2025 Q1	$2.67M	Sell	29,552 -60	-0.2%	-$5.92K	0.28%	31
2024 Q4	$2.97M	Sell	29,612 -84	-0.3%	-$8.26K	0.31%	28
2024 Q3	$2.79M	Buy	29,696 +1,740	+6%	+$158K	0.31%	28
2024 Q2	$2.55M	Hold	27,956	–	–	0.35%	27
2024 Q1	$2.36M	Buy	27,956 +1,636	+6%	+$132K	0.38%	28
2023 Q4	$1.99M	Buy	26,320 +232	+0.9%	+$16.4K	0.42%	23
2023 Q3	$1.74M	Hold	26,088	–	–	0.59%	18
2023 Q2	$1.79M	Sell	26,088 -40	-0.2%	-$2.54K	0.59%	20
2023 Q1	$1.6M	Buy	26,128 +680	+3%	+$39.2K	0.54%	19
2022 Q4	$1.36M	Buy	+25,448	New	+$1.4M	0.68%	27

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

Moss Adams Wealth Advisors's IWF Position: Q2 2026 in Review

Moss Adams Wealth Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.11% in Q2 2026, selling an estimated $3.38K and leaving 24,900 shares worth $3.09M. The position accounts for 0.19% of the portfolio, ranked #39.

Moss Adams Wealth Advisors first reported a position in IWF in Q4 2022 and has held it in 15 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Moss Adams Wealth Advisors held 24,900 shares of iShares Russell 1000 Growth ETF worth $3.09M as of Q2 2026.
Moss Adams Wealth Advisors sold 28 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $3.38K.
iShares Russell 1000 Growth ETF made up 0.19% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #39 holding.
Moss Adams Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 15 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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