Ogorek Anthony Joseph’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Ogorek Anthony Joseph’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	$19K	Buy	157 +1	+0.6%	+$121	﹤0.01%	304
2026 Q1	$16K	Hold	156	–	–	﹤0.01%	324
2025 Q4	$18K	Hold	156	–	–	0.01%	296
2025 Q3	$18K	Hold	156	–	–	0.01%	308
2025 Q2	$16K	Hold	156	–	–	﹤0.01%	312
2025 Q1	$14K	Hold	156	–	–	﹤0.01%	320
2024 Q4	$15K	Sell	156 -152	-49%	-$14.9K	﹤0.01%	199
2024 Q3	$29K	Hold	308	–	–	0.01%	153
2024 Q2	$28K	Hold	308	–	–	0.01%	144
2024 Q1	$25K	Sell	308 -132	-30%	-$10.6K	0.01%	151
2023 Q4	$33K	Hold	440	–	–	0.01%	135
2023 Q3	$29K	Hold	440	–	–	0.01%	138
2023 Q2	$30K	Hold	440	–	–	0.01%	131
2023 Q1	$26K	Hold	440	–	–	0.01%	138
2022 Q4	$23K	Hold	440	–	–	0.01%	109
2022 Q3	$23K	Hold	440	–	–	0.01%	100
2022 Q2	$24K	Hold	440	–	–	0.01%	106
2022 Q1	$30K	Hold	440	–	–	0.01%	108
2021 Q4	$33K	Hold	440	–	–	0.01%	97
2021 Q3	$30K	Hold	440	–	–	0.01%	99
2021 Q2	$29K	Buy	+440	New	+$28.4K	0.01%	101
2018 Q2	–	Sell	-140	Closed	-$4K	–	137
2018 Q1	$4K	Hold	140	–	–	﹤0.01%	110
2017 Q4	$4K	Buy	+140	New	+$4.59K	﹤0.01%	103

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

Ogorek Anthony Joseph's IWF Position: Q2 2026 in Review

Ogorek Anthony Joseph increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.64% in Q2 2026, buying an estimated $121 and bringing the position to 157 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #304.

Ogorek Anthony Joseph first reported a position in IWF in Q4 2017 and has held it in 23 quarters since. The position peaked at $33K in Q4 2023. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Ogorek Anthony Joseph held 157 shares of iShares Russell 1000 Growth ETF worth $19K as of Q2 2026.
Ogorek Anthony Joseph bought 1 iShares Russell 1000 Growth ETF share in Q2 2026, an estimated $121.
iShares Russell 1000 Growth ETF made up ﹤0.01% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #304 holding.
Ogorek Anthony Joseph first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and has held it in 23 quarters since.
Ogorek Anthony Joseph's iShares Russell 1000 Growth ETF position peaked at $33K in Q4 2023.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.