Net Worth Advisory Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Net Worth Advisory 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	$780K	Sell	6,281 -667	-10%	-$80.4K	0.2%	121
2026 Q1	$741K	Hold	6,948	–	–	0.15%	141
2025 Q4	$822K	Buy	6,948 +1,820	+35%	+$216K	0.17%	126
2025 Q3	$601K	Sell	5,128 -688	-12%	-$76.6K	0.17%	134
2025 Q2	$617K	Buy	5,816 +912	+19%	+$87.2K	0.14%	163
2025 Q1	$443K	Buy	4,904 +752	+18%	+$74.2K	0.14%	172
2024 Q4	$417K	Sell	4,152 -316	-7%	-$31.1K	0.13%	195
2024 Q3	$419K	Buy	+4,468	New	+$405K	0.12%	192

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

Net Worth Advisory Group's IWF Position: Q2 2026 in Review

Net Worth Advisory Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 9.6% in Q2 2026, selling an estimated $80.4K and leaving 6,281 shares worth $780K. The position accounts for 0.2% of the portfolio, ranked #121.

Net Worth Advisory Group first reported a position in IWF in Q3 2024 and has held it in 8 quarters since. The position peaked at $822K in Q4 2025. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Net Worth Advisory Group held 6,281 shares of iShares Russell 1000 Growth ETF worth $780K as of Q2 2026.
Net Worth Advisory Group sold 667 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $80.4K.
iShares Russell 1000 Growth ETF made up 0.2% of Net Worth Advisory Group's portfolio in Q2 2026, its #121 holding.
Net Worth Advisory Group first reported a position in iShares Russell 1000 Growth ETF in Q3 2024 and has held it in 8 quarters since.
Net Worth Advisory Group's iShares Russell 1000 Growth ETF position peaked at $822K in Q4 2025.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.