Operose Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Operose Advisors’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	$1.01M	Sell	8,124 -1,012	-11%	-$122K	0.2%	62
2026 Q1	$974K	Sell	9,136 -560	-6%	-$63.6K	0.23%	58
2025 Q4	$1.15M	Sell	9,696 -648	-6%	-$76.8K	0.27%	48
2025 Q3	$1.21M	Buy	10,344 +548	+6%	+$61K	0.3%	43
2025 Q2	$1.04M	Buy	9,796 +1,272	+15%	+$122K	0.29%	47
2025 Q1	$769K	Buy	8,524 +4	+0%	+$395	0.25%	60
2024 Q4	$856K	Buy	8,520 +4,108	+93%	+$404K	0.29%	48
2024 Q3	$414K	Buy	4,412 +792	+22%	+$71.8K	0.13%	94
2024 Q2	$330K	Hold	3,620	–	–	0.12%	103
2024 Q1	$305K	Sell	3,620 -32	-0.9%	-$2.58K	0.1%	121
2023 Q4	$277K	Buy	3,652 +3,148	+625%	+$223K	0.11%	90
2023 Q3	$33.6K	Hold	504	–	–	0.01%	379
2023 Q2	$34.8K	Hold	504	–	–	0.02%	187
2023 Q1	$30.8K	Hold	504	–	–	0.02%	191
2022 Q4	$27K	Buy	504 +4	+0.8%	+$220	0.01%	198
2022 Q3	$26K	Hold	500	–	–	0.02%	200
2022 Q2	$27K	Buy	+500	New	+$30K	0.02%	179
2022 Q1	–	Sell	-400	Closed	-$31K	–	330
2021 Q4	$31K	Buy	+400	New	+$29.7K	0.03%	168

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

Operose Advisors's IWF Position: Q2 2026 in Review

Operose Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 11% in Q2 2026, selling an estimated $122K and leaving 8,124 shares worth $1.01M. The position accounts for 0.2% of the portfolio, ranked #62.

Operose Advisors first reported a position in IWF in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.21M in Q3 2025. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Operose Advisors held 8,124 shares of iShares Russell 1000 Growth ETF worth $1.01M as of Q2 2026.
Operose Advisors sold 1,012 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $122K.
iShares Russell 1000 Growth ETF made up 0.2% of Operose Advisors's portfolio in Q2 2026, its #62 holding.
Operose Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 18 quarters since.
Operose Advisors's iShares Russell 1000 Growth ETF position peaked at $1.21M in Q3 2025.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.