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

Pacific Point 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	$862K	Sell	6,944 -540	-7%	-$65.1K	0.39%	71
2026 Q1	$798K	Sell	7,484 -68	-0.9%	-$7.72K	0.42%	75
2025 Q4	$894K	Sell	7,552 -20	-0.3%	-$2.37K	0.48%	73
2025 Q3	$887K	Hold	7,572	–	–	0.52%	65
2025 Q2	$804K	Hold	7,572	–	–	0.44%	59
2025 Q1	$684K	Buy	7,572 +1,944	+35%	+$192K	0.38%	58
2024 Q4	$577K	Buy	+5,628	New	+$554K	0.35%	68

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

Pacific Point Advisors's IWF Position: Q2 2026 in Review

Pacific Point Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 7.2% in Q2 2026, selling an estimated $65.1K and leaving 6,944 shares worth $862K. The position accounts for 0.39% of the portfolio, ranked #71.

Pacific Point Advisors first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. The position peaked at $894K in Q4 2025. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Pacific Point Advisors held 6,944 shares of iShares Russell 1000 Growth ETF worth $862K as of Q2 2026.
Pacific Point Advisors sold 540 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $65.1K.
iShares Russell 1000 Growth ETF made up 0.39% of Pacific Point Advisors's portfolio in Q2 2026, its #71 holding.
Pacific Point Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
Pacific Point Advisors's iShares Russell 1000 Growth ETF position peaked at $894K in Q4 2025.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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