PCS
IWF icon

Personal CFO Solutions’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Personal CFO Solutions’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 		$9.72M Buy
+78,298
New +$9.44M 1.41% 12
2026
Q1 		– Sell
-73,316
Closed -$8.68M – 544
2025
Q4 		$8.68M Buy
+73,316
New +$8.68M 1.38% 12
2025
Q3 		– Sell
-70,000
Closed -$7.43M – 510
2025
Q2 		$7.43M Buy
70,000
+55,784
+392% +$5.33M 1.37% 10
2025
Q1 		$1.28M Buy
+14,216
New +$1.4M 0.26% 77
2024
Q4 		– Sell
-9,064
Closed -$851K – 544
2024
Q3 		$851K Sell
9,064
-7,264
-44% -$659K 0.12% 179
2024
Q2 		$1.49M Buy
16,328
+7,112
+77% +$607K 0.23% 82
2024
Q1 		$777K Sell
9,216
-2,124
-19% -$171K 0.12% 169
2023
Q4 		$860K Buy
11,340
+1,884
+20% +$133K 0.15% 145
2023
Q3 		$629K Buy
9,456
+2,704
+40% +$187K 0.12% 157
2023
Q2 		$464K Buy
6,752
+8
+0.1% +$509 0.09% 218
2023
Q1 		$412K Sell
6,744
-4,444
-40% -$256K 0.09% 231
2022
Q4 		$599K Buy
11,188
+3,924
+54% +$216K 0.13% 162
2022
Q3 		$382K Sell
7,264
-13,236
-65% -$778K 0.1% 203
2022
Q2 		$1.12M Buy
20,500
+8,272
+68% +$497K 0.26% 65
2022
Q1 		$849K Sell
12,228
-320
-3% -$21.8K 0.17% 119
2021
Q4 		$959K Buy
12,548
+3,448
+38% +$256K 0.18% 116
2021
Q3 		$623K Buy
9,100
+8
+0.1% +$566 0.13% 156
2021
Q2 		$617K Buy
9,092
+1,128
+14% +$72.7K 0.13% 158
2021
Q1 		$484K Sell
7,964
-284
-3% -$17.3K 0.1% 182
2020
Q4 		$497K Buy
8,248
+288
+4% +$16.4K 0.12% 162
2020
Q3 		$0 Hold
7,960
– – ﹤0.01% 240
2020
Q2 		$382K Sell
7,960
-6,556
-45% -$289K 0.11% 171
2020
Q1 		$547K Sell
14,516
-8,304
-36% -$358K 0.2% 109
2019
Q4 		$1M Buy
22,820
+4,236
+23% +$177K 0.29% 73
2019
Q3 		$742K Buy
+18,584
New +$745K 0.3% 83

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Personal CFO Solutions's IWF Position: Q2 2026 in Review

Personal CFO Solutions opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q2 2026: 78,298 shares worth $9.72M. The stake represents 1.41% of the portfolio and ranks #12 among its holdings. This is a return to the name: Personal CFO Solutions previously reported a position in IWF as recently as Q4 2025.

Personal CFO Solutions first reported a position in IWF in Q3 2019 and has held it in 25 quarters since. 2,508 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Personal CFO Solutions held 78,298 shares of iShares Russell 1000 Growth ETF worth $9.72M as of Q2 2026.
  • iShares Russell 1000 Growth ETF was a new Personal CFO Solutions position in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 1.41% of Personal CFO Solutions's portfolio in Q2 2026, its #12 holding.
  • Personal CFO Solutions first reported a position in iShares Russell 1000 Growth ETF in Q3 2019 and has held it in 25 quarters since.
  • 2,508 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.