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

Portland Global 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	$1.53M	Hold	12,332	–	–	0.15%	70
2026 Q1	$1.31M	Sell	12,332 -528	-4%	-$59.9K	0.14%	69
2025 Q4	$1.52M	Hold	12,860	–	–	0.16%	62
2025 Q3	$1.51M	Hold	12,860	–	–	0.17%	61
2025 Q2	$1.37M	Buy	12,860 +7,864	+157%	+$752K	0.16%	63
2025 Q1	$451K	Hold	4,996	–	–	0.06%	90
2024 Q4	$502K	Sell	4,996 -32	-0.6%	-$3.15K	0.06%	91
2024 Q3	$472K	Buy	+5,028	New	+$456K	0.06%	101

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

Portland Global Advisors's IWF Position: Q2 2026 in Review

Portland Global Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 12,332 shares worth $1.53M. The position accounts for 0.15% of the portfolio, ranked #70.

Portland Global Advisors first reported a position in IWF in Q3 2024 and has held it in 8 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Portland Global Advisors held 12,332 shares of iShares Russell 1000 Growth ETF worth $1.53M as of Q2 2026.
Portland Global Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.15% of Portland Global Advisors's portfolio in Q2 2026, its #70 holding.
Portland Global Advisors first reported a position in iShares Russell 1000 Growth ETF in Q3 2024 and has held it in 8 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Portland Global Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.