Phillips Financial Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Phillips Financial 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	$401K	Sell	3,232 -988	-23%	-$119K	0.03%	151
2026 Q1	$450K	Sell	4,220 -264	-6%	-$30K	0.03%	145
2025 Q4	$531K	Hold	4,484	–	–	0.03%	142
2025 Q3	$525K	Buy	4,484 +988	+28%	+$110K	0.03%	145
2025 Q2	$371K	Hold	3,496	–	–	0.03%	152
2025 Q1	$316K	Hold	3,496	–	–	0.02%	155
2024 Q4	$351K	Hold	3,496	–	–	0.03%	143
2024 Q3	$328K	Hold	3,496	–	–	0.03%	152
2024 Q2	$319K	Hold	3,496	–	–	0.03%	151
2024 Q1	$295K	Sell	3,496 -272	-7%	-$21.9K	0.02%	153
2023 Q4	$286K	Sell	3,768 -16	-0.4%	-$1.13K	0.02%	150
2023 Q3	$252K	Buy	3,784 +16	+0.4%	+$1.1K	0.02%	153
2023 Q2	$259K	Sell	3,768 -416	-10%	-$26.5K	0.02%	151
2023 Q1	$256K	Hold	4,184	–	–	0.02%	149
2022 Q4	$224K	Buy	4,184 +372	+10%	+$20.5K	0.02%	143
2022 Q3	$200K	Buy	+3,812	New	+$224K	0.02%	143
2022 Q2	–	Sell	-4,228	Closed	-$293K	–	126
2022 Q1	$293K	Buy	+4,228	New	+$289K	0.03%	126

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

Phillips Financial Management's IWF Position: Q2 2026 in Review

Phillips Financial Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 23% in Q2 2026, selling an estimated $119K and leaving 3,232 shares worth $401K. The position accounts for 0.03% of the portfolio, ranked #151.

Phillips Financial Management first reported a position in IWF in Q1 2022 and has held it in 17 quarters since. The position peaked at $531K in Q4 2025. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Phillips Financial Management held 3,232 shares of iShares Russell 1000 Growth ETF worth $401K as of Q2 2026.
Phillips Financial Management sold 988 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $119K.
iShares Russell 1000 Growth ETF made up 0.03% of Phillips Financial Management's portfolio in Q2 2026, its #151 holding.
Phillips Financial Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2022 and has held it in 17 quarters since.
Phillips Financial Management's iShares Russell 1000 Growth ETF position peaked at $531K in Q4 2025.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.