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Omni 360 Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Omni 360 Wealth’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 		$9.56M Buy
77,021
+957
+1% +$115K 4.42% 4
2026
Q1 		$8.11M Buy
76,064
+2,020
+3% +$229K 4.18% 5
2025
Q4 		$8.7M Buy
74,044
+4
+0% +$474 4.46% 4
2025
Q3 		$8.67M Buy
74,040
+4,616
+7% +$514K 4.86% 3
2025
Q2 		$7.37M Sell
69,424
-32
-0% -$3.06K 4.58% 3
2025
Q1 		$6.27M Sell
69,456
-280
-0.4% -$27.6K 4.2% 5
2024
Q4 		$7M Sell
69,736
-264
-0.4% -$26K 4.66% 4
2024
Q3 		$6.57M Buy
70,000
+268
+0.4% +$24.3K 4.51% 3
2024
Q2 		$6.35M Buy
69,732
+532
+0.8% +$45.4K 4.82% 3
2024
Q1 		$5.83M Buy
69,200
+808
+1% +$65.1K 4.82% 4
2023
Q4 		$5.18M Buy
+68,392
New +$4.84M 4.84% 4

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

Omni 360 Wealth's IWF Position: Q2 2026 in Review

Omni 360 Wealth increased its iShares Russell 1000 Growth ETF (IWF) stake by 1.3% in Q2 2026, buying an estimated $115K and bringing the position to 77,021 shares worth $9.56M. The position accounts for 4.42% of the portfolio, ranked #4.

Omni 360 Wealth first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Omni 360 Wealth held 77,021 shares of iShares Russell 1000 Growth ETF worth $9.56M as of Q2 2026.
  • Omni 360 Wealth bought 957 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $115K.
  • iShares Russell 1000 Growth ETF made up 4.42% of Omni 360 Wealth's portfolio in Q2 2026, its #4 holding.
  • Omni 360 Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Omni 360 Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.