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Petix & Botte Financial’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Petix & Botte Financial’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 		$2.4M Buy
19,348
+9,672
+100% +$1.17M 0.48% 39
2026
Q1 		$2.06M Sell
9,676
-9,676
-50% -$1.1M 0.46% 37
2025
Q4 		$2.29M Hold
19,352
– – 0.52% 38
2025
Q3 		$2.27M Hold
19,352
– – 0.52% 38
2025
Q2 		$2.05M Sell
19,352
-56
-0.3% -$5.36K 0.5% 39
2025
Q1 		$1.75M Sell
19,408
-48
-0.2% -$4.74K 0.46% 42
2024
Q4 		$1.95M Buy
19,456
+400
+2% +$39.3K 0.51% 40
2024
Q3 		$1.79M Hold
19,056
– – 0.48% 34
2024
Q2 		$1.74M Sell
19,056
-111,604
-85% -$9.53M 0.49% 33
2024
Q1 		$11M Buy
130,660
+111,604
+586% +$8.99M 2.73% 10
2023
Q4 		$1.44M Hold
19,056
– – 0.43% 37
2023
Q3 		$1.27M Buy
19,056
+80
+0.4% +$5.52K 0.4% 40
2023
Q2 		$1.31M Buy
18,976
+4,152
+28% +$264K 0.41% 39
2023
Q1 		$905K Buy
+14,824
New +$854K 0.61% 29
2022
Q3 		$792K Hold
15,056
– – 0.6% 31
2022
Q2 		$823K Sell
15,056
-15,040
-50% -$903K 0.61% 31
2022
Q1 		$2.09M Buy
30,096
+15,048
+100% +$1.03M 0.64% 30
2021
Q4 		$1.15M Sell
15,048
-15,040
-50% -$1.11M 0.73% 30
2021
Q3 		$2.06M Buy
30,088
+9,780
+48% +$692K 0.7% 31
2021
Q2 		$1.38M Sell
20,308
-636
-3% -$41K 0.96% 28
2021
Q1 		$1.27M Sell
20,944
-1,704
-8% -$104K 0.94% 27
2020
Q4 		$1.36M Sell
22,648
-612
-3% -$34.8K 1.02% 26
2020
Q3 		$1.26M Sell
23,260
-23,660
-50% -$1.25M 1.01% 27
2020
Q2 		$1.13M Buy
46,920
+23,468
+100% +$1.03M 0.93% 27
2020
Q1 		$883K Buy
23,452
+12
+0.1% +$517 0.86% 26
2019
Q4 		$1.03M Buy
+23,440
New +$979K 0.81% 30

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

Petix & Botte Financial's IWF Position: Q2 2026 in Review

Petix & Botte Financial increased its iShares Russell 1000 Growth ETF (IWF) stake by 100% in Q2 2026, buying an estimated $1.17M and bringing the position to 19,348 shares worth $2.4M. The position accounts for 0.48% of the portfolio, ranked #39.

Petix & Botte Financial first reported a position in IWF in Q4 2019 and has held it in 26 quarters since. The position peaked at $11M in Q1 2024. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Petix & Botte Financial held 19,348 shares of iShares Russell 1000 Growth ETF worth $2.4M as of Q2 2026.
  • Petix & Botte Financial bought 9,672 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $1.17M.
  • iShares Russell 1000 Growth ETF made up 0.48% of Petix & Botte Financial's portfolio in Q2 2026, its #39 holding.
  • Petix & Botte Financial first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Petix & Botte Financial's iShares Russell 1000 Growth ETF position peaked at $11M in Q1 2024.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Petix & Botte Financial's 13F filing for Q2 2026, filed 4 Aug 2026.