Petredis Investment Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Petredis Investment 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	$1.35M	Buy	10,841 +29	+0.3%	+$3.5K	0.09%	91
2026 Q1	$1.15M	Hold	10,812	–	–	0.09%	93
2025 Q4	$1.28M	Hold	10,812	–	–	0.1%	91
2025 Q3	$1.27M	Buy	10,812 +320	+3%	+$35.6K	0.1%	94
2025 Q2	$1.11M	Hold	10,492	–	–	0.1%	92
2025 Q1	$947K	Hold	10,492	–	–	0.1%	89
2024 Q4	$1.05M	Hold	10,492	–	–	0.11%	86
2024 Q3	$985K	Hold	10,492	–	–	0.1%	89
2024 Q2	$956K	Hold	10,492	–	–	0.11%	90
2024 Q1	$884K	Hold	10,492	–	–	0.11%	90
2023 Q4	$795K	Hold	10,492	–	–	0.1%	91
2023 Q3	$698K	Hold	10,492	–	–	0.1%	89
2023 Q2	$722K	Hold	10,492	–	–	0.1%	90
2023 Q1	$641K	Hold	10,492	–	–	0.1%	88
2022 Q4	$562K	Buy	+10,492	New	+$577K	0.1%	87

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

Petredis Investment Advisors's IWF Position: Q2 2026 in Review

Petredis Investment Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.27% in Q2 2026, buying an estimated $3.5K and bringing the position to 10,841 shares worth $1.35M. The position accounts for 0.09% of the portfolio, ranked #91.

Petredis Investment Advisors first reported a position in IWF in Q4 2022 and has held it in 15 quarters since. 2,502 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Petredis Investment Advisors held 10,841 shares of iShares Russell 1000 Growth ETF worth $1.35M as of Q2 2026.
Petredis Investment Advisors bought 29 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $3.5K.
iShares Russell 1000 Growth ETF made up 0.09% of Petredis Investment Advisors's portfolio in Q2 2026, its #91 holding.
Petredis Investment Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 15 quarters since.
2,502 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Petredis Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.