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

Pallas Capital 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	$1.09M	Sell	8,765 -167	-2%	-$20.1K	0.03%	335
2026 Q1	$952K	Sell	8,932 -5,720	-39%	-$649K	0.04%	337
2025 Q4	$1.73M	Buy	14,652 +588	+4%	+$69.6K	0.06%	242
2025 Q3	$1.65M	Hold	14,064	–	–	0.06%	234
2025 Q2	$1.49M	Sell	14,064 -28	-0.2%	-$2.68K	0.06%	244
2025 Q1	$1.27M	Hold	14,092	–	–	0.05%	258
2024 Q4	$1.41M	Hold	14,092	–	–	0.06%	181
2024 Q3	$1.34M	Hold	14,092	–	–	0.06%	182
2024 Q2	$1.28M	Hold	14,092	–	–	0.06%	185
2024 Q1	$1.19M	Hold	14,092	–	–	0.05%	195
2023 Q4	$1.07M	Hold	14,092	–	–	0.06%	204
2023 Q3	$920K	Buy	14,092 +9,712	+222%	+$671K	0.06%	180
2023 Q2	$310K	Buy	+4,380	New	+$279K	0.01%	226

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 22.9% 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

Pallas Capital Advisors's IWF Position: Q2 2026 in Review

Pallas Capital Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.9% in Q2 2026, selling an estimated $20.1K and leaving 8,765 shares worth $1.09M. The position accounts for 0.03% of the portfolio, ranked #335.

Pallas Capital Advisors first reported a position in IWF in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.73M in Q4 2025. 2,517 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Pallas Capital Advisors held 8,765 shares of iShares Russell 1000 Growth ETF worth $1.09M as of Q2 2026.
Pallas Capital Advisors sold 167 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $20.1K.
iShares Russell 1000 Growth ETF made up 0.03% of Pallas Capital Advisors's portfolio in Q2 2026, its #335 holding.
Pallas Capital Advisors first reported a position in iShares Russell 1000 Growth ETF in Q2 2023 and has held it in 13 quarters since.
Pallas Capital Advisors's iShares Russell 1000 Growth ETF position peaked at $1.73M in Q4 2025.
2,517 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.