Per Stirling Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Per Stirling Capital Management’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	$1.3M	Buy	10,494 +26	+0.2%	+$3.13K	0.12%	130
2026 Q1	$1.12M	Sell	10,468 -348	-3%	-$39.5K	0.12%	129
2025 Q4	$1.28M	Buy	10,816 +256	+2%	+$30.3K	0.14%	111
2025 Q3	$1.24M	Sell	10,560 -528	-5%	-$58.8K	0.15%	104
2025 Q2	$1.18M	Sell	11,088 -88	-0.8%	-$8.41K	0.15%	102
2025 Q1	$1.01M	Sell	11,176 -396	-3%	-$39.1K	0.15%	109
2024 Q4	$1.16M	Sell	11,572 -532	-4%	-$52.3K	0.16%	96
2024 Q3	$1.14M	Sell	12,104 -1,228	-9%	-$111K	0.16%	105
2024 Q2	$1.21M	Sell	13,332 -1,240	-9%	-$106K	0.2%	87
2024 Q1	$1.23M	Sell	14,572 -1,812	-11%	-$146K	0.2%	75
2023 Q4	$1.24M	Sell	16,384 -408	-2%	-$28.9K	0.23%	71
2023 Q3	$1.12M	Sell	16,792 -292	-2%	-$20.2K	0.23%	70
2023 Q2	$1.18M	Sell	17,084 -133,312	-89%	-$8.48M	0.24%	70
2023 Q1	$9.19M	Sell	150,396 -35,388	-19%	-$2.04M	1.98%	11
2022 Q4	$9.95M	Buy	+185,784	New	+$10.2M	1.81%	13

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

Per Stirling Capital Management's IWF Position: Q2 2026 in Review

Per Stirling Capital Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.25% in Q2 2026, buying an estimated $3.13K and bringing the position to 10,494 shares worth $1.3M. The position accounts for 0.12% of the portfolio, ranked #130.

Per Stirling Capital Management first reported a position in IWF in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.95M in Q4 2022. 2,516 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Per Stirling Capital Management held 10,494 shares of iShares Russell 1000 Growth ETF worth $1.3M as of Q2 2026.
Per Stirling Capital Management bought 26 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $3.13K.
iShares Russell 1000 Growth ETF made up 0.12% of Per Stirling Capital Management's portfolio in Q2 2026, its #130 holding.
Per Stirling Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 15 quarters since.
Per Stirling Capital Management's iShares Russell 1000 Growth ETF position peaked at $9.95M in Q4 2022.
2,516 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Per Stirling Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.