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Old Peak Finance’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Old Peak Finance’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 		$247K Sell
1,988
-5,704
-74% -$688K 0.12% 84
2026
Q1 		$820K Hold
7,692
– – 0.48% 26
2025
Q4 		$910K Buy
+7,692
New +$911K 0.56% 24

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Old Peak Finance's IWF Position: Q2 2026 in Review

Old Peak Finance reduced its iShares Russell 1000 Growth ETF (IWF) stake by 74% in Q2 2026, selling an estimated $688K and leaving 1,988 shares worth $247K. The position accounts for 0.12% of the portfolio, ranked #84.

Old Peak Finance first reported a position in IWF in Q4 2025 and has held it in 3 quarters since. The position peaked at $910K in Q4 2025. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Old Peak Finance held 1,988 shares of iShares Russell 1000 Growth ETF worth $247K as of Q2 2026.
  • Old Peak Finance sold 5,704 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $688K.
  • iShares Russell 1000 Growth ETF made up 0.12% of Old Peak Finance's portfolio in Q2 2026, its #84 holding.
  • Old Peak Finance first reported a position in iShares Russell 1000 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Old Peak Finance's iShares Russell 1000 Growth ETF position peaked at $910K in Q4 2025.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Old Peak Finance's 13F filing for Q2 2026, filed 3 Aug 2026.