Pension & Wealth Management Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Pension & Wealth Management 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	$1.07M	Hold	8,588	–	–	0.29%	52
2026 Q1	$915K	Buy	8,588 +1,104	+15%	+$125K	0.27%	53
2025 Q4	$886K	Sell	7,484 -112	-1%	-$13.3K	0.26%	53
2025 Q3	$890K	Hold	7,596	–	–	0.28%	56
2025 Q2	$806K	Hold	7,596	–	–	0.27%	59
2025 Q1	$686K	Hold	7,596	–	–	0.26%	69
2024 Q4	$763K	Buy	+7,596	New	+$747K	0.3%	54

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Pension & Wealth Management Advisors's IWF Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 8,588 shares worth $1.07M. The position accounts for 0.29% of the portfolio, ranked #52.

Pension & Wealth Management Advisors first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. 2,425 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Pension & Wealth Management Advisors held 8,588 shares of iShares Russell 1000 Growth ETF worth $1.07M as of Q2 2026.
Pension & Wealth Management Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.29% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #52 holding.
Pension & Wealth Management Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,425 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.