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

PFW 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	$31.5M	Sell	253,707 -2,317	-0.9%	-$279K	9.18%	3
2026 Q1	$27.3M	Sell	256,024 -1,056	-0.4%	-$120K	8.58%	3
2025 Q4	$30.4M	Sell	257,080 -3,864	-1%	-$458K	9.19%	3
2025 Q3	$30.6M	Sell	260,944 -5,896	-2%	-$657K	9.04%	2
2025 Q2	$28.3M	Sell	266,840 -9,600	-3%	-$918K	8.71%	3
2025 Q1	$25M	Sell	276,440 -6,424	-2%	-$634K	7.82%	3
2024 Q4	$28.4M	Buy	+282,864	New	+$27.8M	8.73%	3
2024 Q2	$25.4M	Sell	278,684 -24,704	-8%	-$2.11M	8.08%	3
2024 Q1	$25.6M	Sell	303,388 -21,744	-7%	-$1.75M	7.81%	3
2023 Q4	$24.6M	Buy	325,132 +5,560	+2%	+$393K	7.87%	3
2023 Q3	$21.3M	Sell	319,572 -1,140	-0.4%	-$78.7K	7.51%	3
2023 Q2	$21.9M	Buy	+320,712	New	+$20.4M	7.31%	3
2019 Q3	$27.1M	Buy	+288,960	New	+$11.6M	8.2%	3

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

PFW Advisors's IWF Position: Q2 2026 in Review

PFW Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.9% in Q2 2026, selling an estimated $279K and leaving 253,707 shares worth $31.5M. The position accounts for 9.18% of the portfolio, ranked #3.

PFW Advisors first reported a position in IWF in Q3 2019 and has held it in 13 quarters since. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

PFW Advisors held 253,707 shares of iShares Russell 1000 Growth ETF worth $31.5M as of Q2 2026.
PFW Advisors sold 2,317 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $279K.
iShares Russell 1000 Growth ETF made up 9.18% of PFW Advisors's portfolio in Q2 2026, its #3 holding.
PFW Advisors first reported a position in iShares Russell 1000 Growth ETF in Q3 2019 and has held it in 13 quarters since.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on PFW Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.