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

Pinion 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	$684K	Hold	5,508	–	–	0.13%	101
2026 Q1	$587K	Sell	5,508 -656	-11%	-$74.5K	0.14%	99
2025 Q4	$729K	Sell	6,164 -288	-4%	-$34.1K	0.18%	87
2025 Q3	$770K	Hold	6,452	–	–	0.21%	86
2025 Q2	$685K	Hold	6,452	–	–	0.24%	79
2025 Q1	$582K	Sell	6,452 -48	-0.7%	-$4.74K	0.13%	88
2024 Q4	$653K	Sell	6,500 -760	-10%	-$74.8K	0.26%	69
2024 Q3	$681K	Buy	7,260 +544	+8%	+$49.3K	0.29%	67
2024 Q2	$612K	Hold	6,716	–	–	0.3%	63
2024 Q1	$566K	Buy	6,716 +4,044	+151%	+$326K	0.29%	65
2023 Q4	$203K	Buy	+2,672	New	+$189K	0.12%	146

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 22.9% 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

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

Pinion Investment Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 5,508 shares worth $684K. The position accounts for 0.13% of the portfolio, ranked #101.

Pinion Investment Advisors first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. The position peaked at $770K in Q3 2025. 2,517 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Pinion Investment Advisors held 5,508 shares of iShares Russell 1000 Growth ETF worth $684K as of Q2 2026.
Pinion Investment Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.13% of Pinion Investment Advisors's portfolio in Q2 2026, its #101 holding.
Pinion Investment Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
Pinion Investment Advisors's iShares Russell 1000 Growth ETF position peaked at $770K in Q3 2025.
2,517 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Pinion Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.