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

ORBA Wealth 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	$479K	Sell	3,861 -795	-17%	-$95.8K	0.41%	53
2026 Q1	$496K	Sell	4,656 -1,012	-18%	-$115K	0.59%	50
2025 Q4	$671K	Buy	5,668 +2,692	+90%	+$319K	0.58%	45
2025 Q3	$348K	Buy	+2,976	New	+$331K	0.29%	61

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

ORBA Wealth Advisors's IWF Position: Q2 2026 in Review

ORBA Wealth Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 17% in Q2 2026, selling an estimated $95.8K and leaving 3,861 shares worth $479K. The position accounts for 0.41% of the portfolio, ranked #53.

ORBA Wealth Advisors first reported a position in IWF in Q3 2025 and has held it in 4 quarters since. The position peaked at $671K in Q4 2025. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

ORBA Wealth Advisors held 3,861 shares of iShares Russell 1000 Growth ETF worth $479K as of Q2 2026.
ORBA Wealth Advisors sold 795 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $95.8K.
iShares Russell 1000 Growth ETF made up 0.41% of ORBA Wealth Advisors's portfolio in Q2 2026, its #53 holding.
ORBA Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q3 2025 and has held it in 4 quarters since.
ORBA Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $671K in Q4 2025.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on ORBA Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.