OneAscent Financial Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

OneAscent Financial Services’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	$210K	Sell	1,691 -209	-11%	-$25.2K	0.01%	576
2026 Q1	$203K	Sell	1,900 -1,016	-35%	-$115K	0.01%	568
2025 Q4	$345K	Buy	2,916 +400	+16%	+$47.4K	0.03%	316
2025 Q3	$295K	Sell	2,516 -376	-13%	-$41.9K	0.02%	386
2025 Q2	$306K	Buy	+2,892	New	+$277K	0.02%	405
2022 Q4	–	Sell	-6,880	Closed	-$362K	–	217
2022 Q3	$362K	Buy	6,880 +156	+2%	+$9.17K	0.14%	100
2022 Q2	$368K	Buy	+6,724	New	+$404K	0.17%	117
2020 Q4	–	Sell	-6,540	Closed	-$355K	–	154
2020 Q3	$355K	Hold	6,540	–	–	0.19%	114
2020 Q2	$314K	Buy	6,540 +40	+0.6%	+$1.76K	0.21%	109
2020 Q1	$245K	Sell	6,500 -208	-3%	-$8.96K	0.18%	115
2019 Q4	$295K	Buy	+6,708	New	+$280K	0.16%	112
2019 Q3	–	Sell	-7,224	Closed	-$284K	–	101
2019 Q2	$284K	Buy	+7,224	New	+$280K	0.19%	123

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

OneAscent Financial Services's IWF Position: Q2 2026 in Review

OneAscent Financial Services reduced its iShares Russell 1000 Growth ETF (IWF) stake by 11% in Q2 2026, selling an estimated $25.2K and leaving 1,691 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #576.

OneAscent Financial Services first reported a position in IWF in Q2 2019 and has held it in 12 quarters since. The position peaked at $368K in Q2 2022. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

OneAscent Financial Services held 1,691 shares of iShares Russell 1000 Growth ETF worth $210K as of Q2 2026.
OneAscent Financial Services sold 209 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $25.2K.
iShares Russell 1000 Growth ETF made up 0.01% of OneAscent Financial Services's portfolio in Q2 2026, its #576 holding.
OneAscent Financial Services first reported a position in iShares Russell 1000 Growth ETF in Q2 2019 and has held it in 12 quarters since.
OneAscent Financial Services's iShares Russell 1000 Growth ETF position peaked at $368K in Q2 2022.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.