Plus Group Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Plus Group Wealth 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	$213K	Buy	+1,719	New	+$207K	0.2%	45
2026 Q1	–	Sell	-1,732	Closed	-$205K	–	42
2025 Q4	$205K	Buy	+1,732	New	+$205K	0.23%	43

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

Plus Group Wealth Advisors's IWF Position: Q2 2026 in Review

Plus Group Wealth Advisors opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q2 2026: 1,719 shares worth $213K. The stake represents 0.2% of the portfolio and ranks #45 among its holdings. This is a return to the name: Plus Group Wealth Advisors previously reported a position in IWF as recently as Q4 2025.

Plus Group Wealth Advisors first reported a position in IWF in Q4 2025 and has held it in 2 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Plus Group Wealth Advisors held 1,719 shares of iShares Russell 1000 Growth ETF worth $213K as of Q2 2026.
iShares Russell 1000 Growth ETF was a new Plus Group Wealth Advisors position in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.2% of Plus Group Wealth Advisors's portfolio in Q2 2026, its #45 holding.
Plus Group Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2025 and has held it in 2 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Plus Group Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.