Pathstone Holdings’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Pathstone Holdings’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	$144M	Buy	1,161,905 +67,165	+6%	+$8.1M	0.42%	40
2026 Q1	$117M	Buy	1,094,740 +12,756	+1%	+$1.45M	0.46%	34
2025 Q4	$128M	Sell	1,081,984 -688	-0.1%	-$81.5K	0.49%	33
2025 Q3	$127M	Sell	1,082,672 -203,004	-16%	-$22.6M	0.48%	33
2025 Q2	$117M	Buy	1,285,676 +156,548	+14%	+$15M	0.46%	36
2025 Q1	$102M	Buy	1,129,128 +14,892	+1%	+$1.47M	0.44%	35
2024 Q4	$112M	Buy	1,114,236 +66,404	+6%	+$6.53M	0.49%	29
2024 Q3	$98.3M	Buy	1,047,832 +15,764	+2%	+$1.43M	0.44%	35
2024 Q2	$94M	Buy	1,032,068 +399,328	+63%	+$34.1M	0.42%	36
2024 Q1	$53.3M	Buy	632,740 +10,888	+2%	+$877K	0.25%	65
2023 Q4	$47.1M	Buy	+621,852	New	+$44M	0.25%	66

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

Pathstone Holdings's IWF Position: Q2 2026 in Review

Pathstone Holdings increased its iShares Russell 1000 Growth ETF (IWF) stake by 6.1% in Q2 2026, buying an estimated $8.1M and bringing the position to 1,161,905 shares worth $144M. The position accounts for 0.42% of the portfolio, ranked #40.

Pathstone Holdings first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. 2,491 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Pathstone Holdings held 1,161,905 shares of iShares Russell 1000 Growth ETF worth $144M as of Q2 2026.
Pathstone Holdings bought 67,165 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $8.1M.
iShares Russell 1000 Growth ETF made up 0.42% of Pathstone Holdings's portfolio in Q2 2026, its #40 holding.
Pathstone Holdings first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,491 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.